{"id":23054,"date":"2025-01-01T16:00:00","date_gmt":"2025-01-01T16:00:00","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=23054"},"modified":"2025-05-28T12:52:45","modified_gmt":"2025-05-28T12:52:45","slug":"feature-call-contact-management-infor-crm-windows-client","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/","title":{"rendered":"Feature:  intelli-CTi&#x2122; In-Call Contact Management in Infor CRM SLX (Windows Client)"},"content":{"rendered":"<p>intelli-CTi&#x2122; provides complete support throughout the life-cycle of a telephone call, to aid and assist the CRM user with managing the call.<\/p>\n<p>The CRM user is able to capture notes during the call within the Telephone Call Manager notepad. These notes will ultimately be captured into the CRM Activity and History tracking of the call within Infor CRM SLX.<\/p>\n<p>Furthermore, due to the unique presentation style of intelli-CTi\u2019s call management upon the Breeze Desktop sidebar, the CRM user also has full access to their CRM solution throughout the entire telephone call.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter size-large wp-image-23055\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-3-InCall-contact-management-1024x641.png\" alt=\"Screenshot: CTI for Infor CRM - In-Call Contact Management\" width=\"1000\" height=\"626\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-3-InCall-contact-management-1024x641.png 1024w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-3-InCall-contact-management-300x188.png 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-3-InCall-contact-management-768x481.png 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-3-InCall-contact-management.png 1309w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-inbound-caller-recognition-infor-crm-windows-client\/\">Feature: \u00a0Inbound Caller Recognition<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-preview-outbound-dialing-infor-crm-windows-client\/\">Feature: Preview (Outbound) Dialing<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/\">Feature: Post-Call Wrap-up\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-telephone-call-activity-management-infor-crm-windows-client-2\/\">Feature: Telephone Call Activity Management<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-infor-crm-windows-client\/\">Feature: Call History Tracking<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-reporting-infor-crm-windows-client\/\">Feature: Reporting<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"\/help\/\">intelli-CTi Help Center<\/a><\/li>\n<li><a href=\"\/help\/faqs\/\">intelli-CTi\u00a0FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi\u00a0\u00a0Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi\u00a0How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi\u00a0Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi\u00a0Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-23054\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-23054\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>intelli-CTi&#x2122; provides complete support throughout the life-cycle of a telephone call, to aid and assist the CRM user with managing the call. The CRM user is able to capture notes during the call within the Telephone Call Manager notepad. These notes will ultimately be captured into the CRM Activity and History tracking of the call &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Feature:  intelli-CTi&#x2122; In-Call Contact Management in Infor CRM SLX (Windows Client)<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-23054\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-23054\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[134,15,23],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - 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