Click to Dial

Table of Contents

The new “TEL Tag” will allow almost any phone system to dial using the Phone Icon to the right of any phone number in a PCRecruiter Phone field.

Set the Default Phone Application #

Windows #

  1. Select Start from the bottom left corner of your machine
  2. Begin typing “Default Protocol”
  3. Select Choose a default app for each protocol
  4. Scroll down to TEL
  5. Click Choose a Default directly to the right
  6. Select the phone you would like to use (such as skype)
  7. Close

Mac #

  1. Open Facetime application
  2. Click FaceTime in the top left menu
  3. Click preferences
  4. At the bottom of the preferences menu, use the drop down to select the default calling application.

Enable the .TEL protocol #

To enable the .TEL protocol you must be logged in as a user with full admin security settings.

  1. Go to System
  2. Users
  3. Manage Users
  4. Select the username you wish to enable it for
  5. Click the gear icon next to the Contact Phone field
  6. Click the Hyperlink tile on the left
  7. Toggle it on and click Save

Using the Dialer #

  1. Access any record in PCR
  2. Locate a phone field that is populated with a valid phone number
  3. Click the phone icon
  4. An add activity screen will appear (For quick activity writing access) and the external app will launch dialing the specified number.