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PowerDialer Dialer Panel Buttons

The dialer panel is customizable to your preferences. Use the following guide to aid you in creating the panel you need.

Button Definition
Dialer Controls Section This is the Dialer Panel where you can add cand customize all your buttons to use while dialing.
Dialer Actions Section The actions section, which can be minimized, has all the same buttons and functions of the dialer panel that show up as a list of links
Call Log The Call log to the panel is where you can log your calls to the completed activities section of a record. Has Call Result, Subject, and Description as options.
Recent Calls A panel that shows the last few calls you have made
Call Now Queue This shows the number of records currently pending as Call Now's
Add Event Add an event to the users calendar
Add New ($contact_type) Adds a new Lead or Contact depending on the type of list you are currently in. Lead lists it will be a lead, contact lists will be a contact.
Add Note Add a note to the notes and attachments section on the record.
Add Task Adds a task to the users task section on the home tab
Add Opportunities Adds an opportunity to the record pulled up in the dialer
Conference Call Allows user to establish a conference call using the dialer
Connect to Dialer This will call your station phone and establish the agent leg
Contact Adds a contact tic to the tic sheet
Convert Lead Converts lead to a Contact and uses the company name to either match to an existing Account or create a new Account
Dial Dials the first phone number listed in the phone order section
Dial Employee Opens a pop-up window with an employee look-up to find and dial another employee in the system
Disconnect Disconnects the client leg for the current phone call
Hold Places the client leg on hold
Leave Default VM Leaves the default voice message for the current dialer inititative
Leave Message and Next Leaves the default voice message, saves the record, and moves on to the next record
Leave VM Opens dialogue box to select the voice message you want to leave
Manual Dial Opens a dialogue box with a number pad and dial button
Message Opens dialogue box to send a text message
Next Call Saves the current record, moves on to the next record, and dials the first phone number from the phone order of the Dialer Initiative
Next Number Dials the next number from the phone order set in the daler initiative
Play Recording Opens a dialogue box with a list of your voice messages that you can have play for the client in the middle of a call
Record Call Starts recording the call
Redial Dials the last phone number you dialed
Save Saves the current record
Save & Next Saves the current record and moves on to the next record
Send Default Email Sends the default email for the dialer initiative
Send Default Fax Sends the default fax for the dialer initiative to the fax number on the record
Send Email Opens a dialogue box with a list of emails to choose to send to the email address on the current record
Send Email & Next Opens a dialogue box with a list of emails to choose to send to the email address on the current record, saves the record, and moves on to the next record
Send Fax Opens a dialogue box with a list of faxes to choose to send to the fax number on the current record
Send Fax and Next Opens a dialogue box with a list of faxes to choose to send to the fax number on the current record, saves the record, and moves on to the next record
Set Callback Sets a callback for the current record
Skip Skips the current record without saving any changes to the record
Spell Check Runs a spell check on the current record
Tic Sheet Opens up the tic sheet to show the impressions for the current user
Touch Tones Opens up the number pad
Transfer Opens up the dialogue box with the different transfer types to transfer a call
Unhold Takes the client off of hold after using the "Hold" button on the dialer panel
View Calendar Opens up a quick view of days calendar for the team the user is assigned to
View Callbacks Opens up a quick view of your callbacks with options for last 30, last 7, today, next 7, and next 30 days
View Notes Opens a pop-up window showing the notes & attachments section for the current record
View Pending Callbacks Opens up a quick view of your callbacks with options for today, next 7, and next 30 days
View Recent Activities Opens a pop-up window showing the recently completed activities
View Script Opens a pop-up window with the correct script. (default if forced or script assigned to the campaign or area code of the current record)
View Opportunities Opens a pop-up window showing the opportunities attached to the current record
Warm Transfer Iniates the warm transfer dialogue box

Click to Call Panel Buttons

Button Definition
Dialer Controls This is the Dialer Panel where you can add cand customize all your buttons to use while dialing.
Record Metrics Shows the tic sheet for Calls Placed, Contacts, Emails Sent, Faxes Sent, and Voice Messages for the current record
Call Log The Call log to the panel is where you can log your calls to the completed activities section of a record. Has Call Result, Subject, and Description as options.
Open Tasks Panel that shows the users open tasks on the current record
My Daily Metrics Shows the tic sheet for Calls Placed, Contacts, Emails Sent, Faxes Sent, Voice Messages, Outbound Talk Time, Inbound Talk Time, and Total Talk Time for the agent for that day
Copnference Call Allows user to establish a conference call using the dialer
Connect to Dialer This will call your station phone and establish the agent leg
Dial Dials the number you have manually typed into the panel.
Dial Employee Opens a pop-up window with an employee look-up to find and dial another employee in the system
Disconnect Disconnects the client leg for the current phone call
Hold Places the client leg on hold
Leave VM Opens dialogue box to select the voice message you want to leave
Show Number Pad Opens up the number pad
Play Recording Opens a dialogue box with a list of your voice messages that you can have play for the client in the middle of a call
Record Call Starts recording the call
Send Email Opens a dialogue box with a list of emails to choose to send to the email address on the current record
Send Text Message Opens dialogue box to send a text message
Set Callback Sets a callback for the current record
Transfer Opens up the dialogue box with the different transfer types to transfer a call

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