You Rang for QB Desktop
by Tech In The Field Category: Office Productivity You Rang detects an incoming caller's phone number and searches your Method customer list for that number. If a match is found you can be taken directly to the customer screen for that customer with one click. You also have the option to have You Rang open the customers screen whenever a call comes in without the need to click anything. You can also choose to have an activity automatically created so you can begin taking notes on the call as soon as it comes in. You Rang works on any Windows PC with caller ID capable modem or VOIP softphone with MS TAPI functionality.
- Automatically matches caller's phone number to existing Method customer
- Takes you directly to the customer screen of the matched customer with one click
- Can be set to automatically open customer screen whenever a call comes in
- Automatically create a new activity for the call (optional)
Installing this app
Using the Method CRM Pro edition, you can install compatible apps from within your Method account, by visiting Customize > My Account.