Home › Communications › Voice Overview

Voice Overview

Applies to: 0.1.1-Phase1B · Permission:

Overview

Use available voice calling tools inside OneSuite.

Requirements

Voice or telephony access and configured provider settings.

Step-by-Step Instructions

  1. Open the voice or dialer area
  2. Choose a contact or number
  3. Place the call
  4. Review call history afterward.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Use click-to-call from CRM records when available.

Troubleshooting

If calling is unavailable, confirm provider configuration and permissions.

Related Articles

Last Updated: July 7, 2026