FoneConnector for Daylite is a new and flexible inbound telephony solution for Daylite and offers unique and native CRM-telephony-integration on Macs. The number of an incoming phone call is automatically matched by FoneConnector to the appropriate Daylite contact in the actual Daylite database and triggers a Call Window.
In this Call Window a Daylite-user can track call-duration, take notes during the phone call and add various Daylite-elements like appointments, tasks, projects, opportunities or attach pre-defined Daylite-forms. All those elements are automatically linked to the appropriate contact in the Daylite database. The user can even link the phone call to existing projects, opportunities or groups to which the caller is already linked to.
For more information on the plugin, check out this link .
Ryan Cash
Sven Laucke says:
It’s fantastic solution, we are using it has been launched. Get a call and you have everything in one view… who is calling you and what projects belong to that person. A must have!
CJ says:
Looks great, but I wish it used the same logic as DMI to link to a project or opportunity. I don’t link client notes to the contact, since I always either have a project or an opportunity set up for the client. The contact is just another object in the project or opportunity, but not the hub.