Click-to-call Soft Phone Dialer

This customization enables seamless dialing directly from your Acumatica site. Simply click the “Call” button beside a phone number to initiate calls through your preferred soft phone application.

This solution leverages built-in handling of the TEL protocol, requiring no outside integrations. It’s ideal for enhancing the productivity of teams managing customer interactions within Acumatica.

Supported screens (in Classic and Modern UI):

• Contacts (CR.30.20.00)
• Business Accounts (CR.30.30.00)
• Account Locations (CR.30.30.10)
• Customers (AR.30.30.00)
• Customer Locations (AR.30.30.20)
• Vendors (AP.30.30.00)
• Vendor Locations (AP.30.30.10)