{"id":6995,"date":"2018-10-12T12:33:47","date_gmt":"2018-10-12T12:33:47","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/?p=6995"},"modified":"2024-10-30T19:20:15","modified_gmt":"2024-10-30T19:20:15","password":"","slug":"click-to-dial","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/integrations\/click-to-dial\/","title":{"rendered":"Click to Dial"},"content":{"rendered":"\n<p><span style=\"font-weight: 400\">The new \u201cTEL Tag\u201d will allow almost any phone system to dial using the Phone Icon to the right of any phone number in a PCRecruiter Phone field.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Set the Default Phone Application<\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Windows<\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Select <strong>Start<\/strong> from the bottom left corner of your machine<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Begin typing <strong>\u201cDefault Protocol\u201d<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Select <strong>Choose a default app for each protocol<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Scroll down to <strong>TEL<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click <strong>Choose a Default<\/strong>&nbsp;directly to the right<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\"><strong>Select the phone<\/strong> you would like to use (such as skype)<\/span><\/li>\n\n\n\n<li><strong>Close<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Mac<\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Open <strong>Facetime<\/strong> application<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click <strong>FaceTime<\/strong> in the top left menu<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click <strong>preferences<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">At the bottom of the preferences menu, use the drop down to select the <strong>default calling application<\/strong>.<\/span><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Enable the .TEL protocol<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400\">To enable the .TEL protocol you must be logged in as a user with full admin security settings.<\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Go to <strong>Settings<\/strong><\/span>.<\/li>\n\n\n\n<li>Select <strong>Users<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Manage Users<\/strong>.<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Select the <strong>username<\/strong> you wish to enable it for<\/span>.<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click the<strong> gear icon<\/strong> next to the Contact Phone field.<\/span><span style=\"font-weight: 400\"><br><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click the <strong>Hyperlink<\/strong> tile on the left<\/span>.<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Toggle it <strong>on<\/strong> and click <strong>Save<\/strong><\/span>.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"478\" height=\"99\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Turn-on-TEL.png\" alt=\"\" class=\"wp-image-14582\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Turn-on-TEL.png 478w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Turn-on-TEL-300x62.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Turn-on-TEL-360x75.png 360w\" sizes=\"auto, (max-width: 478px) 100vw, 478px\" \/><\/figure><\/div>\n\n\n<ol class=\"wp-block-list\">\n<li>Return to the main PCR page and click on the <strong>User Logo<\/strong> in the bottom left.<\/li>\n\n\n\n<li>From the action menu select <strong>User Preferences<\/strong>.<\/li>\n\n\n\n<li>Ensure dial using dropdown is set to <strong>Hyperlink<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Save &amp; Close.<\/strong><\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1011\" height=\"541\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/User-Preferences-Hyperlink-TEL-dial-PCR10.png\" alt=\"\" class=\"wp-image-14583\" style=\"width:714px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/User-Preferences-Hyperlink-TEL-dial-PCR10.png 1011w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/User-Preferences-Hyperlink-TEL-dial-PCR10-300x161.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/User-Preferences-Hyperlink-TEL-dial-PCR10-768x411.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/User-Preferences-Hyperlink-TEL-dial-PCR10-360x193.png 360w\" sizes=\"auto, (max-width: 1011px) 100vw, 1011px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Dialing<\/span><\/h2>\n\n\n\n<p>Using click to dial to call out of PCR can be done in a number of different ways, each of which have been described below.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name\/Company\/Position Record\n<ul class=\"wp-block-list\">\n<li>Click the phone icon to the right of any phone field in a field list Widget in the <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/record-workspace\/#name-records\">Workspace<\/a> tab or from the contact icon in the top right of the record. <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"477\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-52.png\" alt=\"\" class=\"wp-image-14969\" style=\"width:644px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-52.png 698w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-52-300x205.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-52-360x246.png 360w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>From the <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/working-with-records\/details\/\">Details<\/a> tab of the name record click on the phone icon to the right of the phone field (Also works when editing a field). <\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"276\" height=\"150\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-53.png\" alt=\"\" class=\"wp-image-14970\" style=\"width:296px;height:auto\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Record Grid\n<ul class=\"wp-block-list\">\n<li>From a Record Search, Rollup, Activity Search, or Dashboard widget grid, click on the actions icon, click contact, select call. <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"269\" height=\"249\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-54.png\" alt=\"\" class=\"wp-image-14971\" style=\"width:289px;height:auto\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>From any Record Grid with a phone column, click on the number to dial. <\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"103\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-56.png\" alt=\"\" class=\"wp-image-14973\" style=\"width:351px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-56.png 365w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-56-300x85.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-56-360x102.png 360w\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Pipeline\n<ul class=\"wp-block-list\">\n<li>From a Candidate record card click on the phone icon to open an activity window then click the number you want to call. (If you do not see the icon please reach out to <a href=\"https:\/\/help.pcrecruiter.com\/support\/tickets\/new\" target=\"_blank\" rel=\"noopener\">support<\/a> for assitance changing this setting.) <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"184\" height=\"83\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-57.png\" alt=\"\" class=\"wp-image-14974\" style=\"width:259px;height:auto\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/simple-sequencing\/simple\/\">Simple<\/a> Or <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/advanced-sequencing\/sequence-use\/#sequence-tasks\">Advanced<\/a> Sequencing\n<ul class=\"wp-block-list\">\n<li>From the Candidate record or field list icons. <\/li>\n\n\n\n<li>From the action pane of a Call task. <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"416\" height=\"528\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-59.png\" alt=\"\" class=\"wp-image-14976\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-59.png 416w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-59-236x300.png 236w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-59-360x457.png 360w\" sizes=\"auto, (max-width: 416px) 100vw, 416px\" \/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"442\" height=\"298\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-60.png\" alt=\"\" class=\"wp-image-14977\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-60.png 442w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-60-300x202.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/image-60-360x243.png 360w\" sizes=\"auto, (max-width: 442px) 100vw, 442px\" \/><\/figure><\/div>","protected":false},"excerpt":{"rendered":"<p>The new \u201cTEL Tag\u201d 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 Mac Enable the .TEL protocol To enable the .TEL protocol you must be logged in as a user with full admin&hellip; <a class=\"more-link\" href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/integrations\/click-to-dial\/\">Continue reading <span class=\"screen-reader-text\">Click to Dial<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[51],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-6995","docs","type-docs","status-publish","hentry","doc_category-integrations","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":393,"total_views":"402","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Integrations","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/integrations\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRM","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/","term_slug":"pcrm"}],"knowledge_base_slug":["pcrm"],"_links":{"self":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6995","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=6995"}],"version-history":[{"count":8,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6995\/revisions"}],"predecessor-version":[{"id":14979,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6995\/revisions\/14979"}],"wp:attachment":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=6995"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=6995"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/glossaries?post=6995"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=6995"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=6995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}