Calling Clients with the GEM-PHONE

In this FAQ, we will cover two topics:

1. Call Clients

2. Transfer a Call

1. Call Clients

You can initiate a call from the Dashboard or from a client's file. From the GEM-PHONE menu, simply type part of the phone number you are looking for. As you type, GEM-PHONE will automatically display matching phone numbers saved in the system, allowing you to quickly find and select the desired contact.

To place a call from a client record, click on Clients > Clients and select the client you wish to contact.

Once the client profile is open, in the Info tab, click on the phone icon next to the number. 

2. Transfer a Call

When you receive a call and answer it, you can transfer it to another user. Simply click the button with two crossed arrows, located between the Waiting and Hang up buttons. Next, select the user who will receive the call, then click the button with a headset icon.

The word “Transferred” will appear, and the name of the user to whom you transferred the call will show at the bottom of the call window. The window will then disappear from your screen.