3.9 VisualContacts
Swyx VisualContacts offers you the chance to access contact data such as names, addresses, numbers, images and customer-specific information, efficiently and individually.
The Swyx VisualContacts functions are displayed under the following prerequisites:
*The Swyx VisualContacts plugin is installed
*You have a valid Swyx VisualContacts license
In the settings you can define for which types of calls the automatic search should be started. For a type of call for which the automatic search has been set, the entries found for the corresponding caller are automatically displayed.
Automatic search can be set for the following call types:
*Incoming calls
*Outgoing calls
*External calls
*Internal calls
For more information, see 13 VisualContacts and DATEV.
To search for contacts
1 Click on in the menu bar.
2 Enter the search term or a phone number in the Search field.
*The search starts automatically and the results are displayed in a list.
3 Click on to the right of the desired entry to access all the information stored in this contact (name, addresses, phone numbers, pictures, customer-specific information, etc.).
To open a connected contact database
1 Click on in the menu bar.
2 Enter the search term or a phone number in the Search field.
*The search starts automatically and the results are displayed in a list.
3 Move the mouse pointer over the line of the corresponding contact and click under Action.
*You will be redirected to the corresponding application and can use it as usual.