Orderry allows you to work with calls directly in the system: initiate outgoing calls, receive notifications about incoming calls, and automatically save communication history.
In this article, you will learn how to work with calls in your daily work.
Preparing to work with calls
To ensure that everything works correctly, you first need to connect telephony. To do this, create and configure an account with one of the available providers and add it to Orderry on the Settings > Telephony > Providers page.
You also need to install and configure a VoIP app (softphone) - this is the device that is used to receive and make calls, since Orderry does not replace telephony, but records calls and displays information about them in the system.
After the settings are complete, you will be able to receive and make calls in full.
How to make an outgoing call
In Orderry, you can initiate a phone call from various places:
From the document table (orders, inquiries, bookings, invoices, etc.).
From the contact's profile on the General tab - click the three dots next to the phone number.
From an order - click the notification icon in the upper right corner.
From the contact card (in an order, booking, inquiry, etc.).
Next, hover the cursor over the contact's phone number, select the extension number (if several extensions are available), and click Call.
After that, Orderry initiates a call via the VoIP app (softphone).
How to answer an incoming call
During an incoming call, an incoming call card appears in the lower right corner. This card is for informational purposes only. You can answer the call and conduct a conversation only through the connected SIP application.
In order for an employee to see the incoming call card, in the telephony integration settings, you need to grant this employee access to the extension number.
Call from an existing contact
An incoming call card from an existing contact displays:
Name of the extension number (handset) to which the call was received.
Contact card: name, position, organization, manager, balance, and all fields enabled in the form editor. Clicking on the name opens the full profile.
Information about the last opened document and the ability to change its status:
inquiry card;
order card;
a booking indicating the status, time, technician, and amount to be paid;
Button to view all documents of the same type as the last open document (for example, if it is an order, the “All orders” button will be displayed).
Button“+ Create”, which allows you to quickly add a new inquiry, booking, or order.
A call from an unknown contact
An incoming call from an unknown contact displays:
The name of the extension number (handset) to which the call was made.
The phone number;
Button“+ Create” (click on it to create a contact, inquiry, booking, or order).
Storing completed calls
All completed calls from existing contacts are stored in the contact's profile on the Communication > Calls tab and in the calls table.
If the contact has an open order, the completed call is also saved in the order's event feed, where you can listen to and download them.
If the contact has multiple orders in different statuses, the call is saved to the last open order.
If all the contact's orders are in the group status “Closed” or “Dropped off”, the call will be saved only in the contact's profile and in the calls table.
All completed calls from unknown contacts are saved in the Calls table.
To save a call from an unknown contact to the order event feed, you need to create an order with the contact from the call card and save it before the call is completed.
If you create only a contact from the call card, the call is saved only in the contact's profile and in the call table.
💡 Tip
We recommend creating a simple order form for quick creation. You can change the order type and fill in more information about the asset and the contact at any time.