About incoming call recognition

Customer Manager uses the Caller ID functionality provided by your phone service to identify callers that are listed in your company database.

When you receive a phone call, Customer Manager identifies the caller, and then searches your customer records for a match. Customer Manager then opens a dialog box that tells you whether the caller is a customer. From the Caller ID dialog box, you can open the customer's record, create a new customer record, or create a communication item to log the call.

To enable incoming call recognition, you need the following: