2. Configure the Phone Companion
Receive notifications on incoming calls and make outgoing calls using click to dial with the Phone Companion.
For the installation of the PhoneCompanion please refer to our specialized website: https://phonecompanion.cloud
Configure your PhoneCompanion to display a link to the detail screen of a contact on an incoming call from a known phone number, and/or add a link to create a new contact in your CRM or other cloud application.
3. Specific information for Freshdesk Contacts
This sync runs every hour.
Freshdesk does not have a fax field.
4. Detail link for Phone Companion
Contact detail link:
Add new contact link:
(opens the contact list with button “+ New” at the top, no direct link possible to create a new contact)