{"id":9654,"date":"2021-10-14T06:47:24","date_gmt":"2021-10-14T10:47:24","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/site\/?p=9654"},"modified":"2024-10-15T21:11:20","modified_gmt":"2024-10-15T21:11:20","password":"","slug":"mobile-dial","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/integrations\/mobile-dial\/","title":{"rendered":"Mobile Dial"},"content":{"rendered":"\n

Mobile Dialing allows users to place calls and send SMS via their own mobile device. Once activated, this functionality works by simply clicking the Phone or SMS icon on any Phone field in your browser.<\/p>\n\n\n\n

**Note** This feature requires the PCRecruiter Mobile App<\/a> to be installed on the mobile device you wish to use (Available for iOS and Android).<\/p>\n\n\n\n

Enable Mobile Dialing<\/h2>\n\n\n\n

Mobile Dialing is enabled per user by an Administrative User in your database. If you are an Admin user, you will need to do the following:<\/p>\n\n\n\n

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  1. Select System<\/strong> from the main toolbar<\/li>\n\n\n\n
  2. Select Users<\/strong><\/li>\n\n\n\n
  3. Select Manage Users<\/strong><\/li>\n\n\n\n
  4. Choose the Username<\/strong> you wish to enable this feature for<\/li>\n\n\n\n
  5. Next to the Contact Phone Field, click the Configure <\/strong>icon \"\"<\/li>\n\n\n\n
  6. Navigate to the Mobile Dial<\/strong> charm on the left<\/li>\n\n\n\n
  7. Slide the toggle to ON<\/strong><\/li>\n\n\n\n
  8. In the Select your device section you will see a list of Devices that the selected user is using the PCRecruiter Mobile app on. Choose the device<\/strong> you would like the user to use to dial.\n
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    1. If you do not see the correct device listed, click the Click Here<\/strong> option. An email will automatically be sent to the user, prompting them to download and log into the PCRecruiter app on their mobile device.<\/li>\n<\/ol>\n<\/li>\n\n\n\n
    2. Click Save<\/strong><\/li>\n<\/ol>\n\n\n\n

      Choose between Phone Systems<\/h3>\n\n\n\n

      If the user has multiple phone systems configured for their instance of PCR they will need to access the user preference to indicate which they would like to use to dial. This can be set and modified by the user at any time and does not require an administrator.<\/p>\n\n\n\n

      If you do not have multiple phone systems configured, you can skip this section and move on to Dialing.<\/p>\n\n\n\n

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      1. Select User Preferences<\/strong> from the gear icon in the top right corner (In the corner of your user photo).<\/li>\n\n\n\n
      2. Open the Other<\/strong> section<\/li>\n\n\n\n
      3. Choose the system you would like to use.<\/li>\n\n\n\n
      4. Click Save<\/strong> from the action menu \"\"<\/li>\n<\/ol>\n\n\n\n

        Dialing<\/h2>\n\n\n\n

        Before dialing or sending an SMS, the user will need to have the PCRecruiter Mobile app running in the background of their device.<\/p>\n\n\n\n

        Now that you have configured Mobile dialing and have the PCRecruiter Mobile App running in the background you can begin to call individuals from their Name Records within your web browser on your desktop\/laptop.<\/p>\n\n\n\n

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        1. Navigate to a Phone Number<\/strong> you wish to call<\/li>\n\n\n\n
        2. Click the Phone<\/strong> icon to the right of the phone number \"\"<\/li>\n\n\n\n
        3. A prompt will appear on your mobile phone with the selected phone number entered, choose Call and the call will begin dialing<\/li>\n<\/ol>\n\n\n\n

          Note: If you are experiencing issues with not being prompted to dial please check the following settings:<\/p>\n\n\n\n