Knowledgebase / Communications / Click-to-Call

Click-to-Call

Overview

Start calls directly from CRM records where phone numbers are available.

Requirements

Voice access and a contact with a valid phone number.

Step-by-Step Instructions

  1. Open a contact or phone-enabled record
  2. Select the call action
  3. Confirm the number
  4. Begin the call.

Screenshots

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

Tips & Best Practices

Keep phone numbers normalized for reliable dialing.

Troubleshooting

If the call button does not show, confirm voice access and number format.

Related Articles

  • Contacts
  • Browser Dialer
  • Call Logging

Last Updated: July 7, 2026

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