Select and Dial with Hotkey

With Select and Dial, you can call a phone number from anywhere on your computer without retyping it. Wherever a number appears (a web page, an email, a spreadsheet, a document), highlight it, press your hotkey (a keyboard shortcut you assign), and the Cloud Voice App places the call. It does not matter which application the number lives in.

Before you begin

Make sure your environment meets these requirements:

• Your Cloud Voice system is running version 84.12.0.32 or later.
• The Cloud Voice App for desktop is version 1.21.2 or later, on either Windows or macOS.

Caution

If either version is older than the minimum listed above, the Dial Selected Number option may not appear or the hotkey will not work. Confirm both versions first, before you spend time troubleshooting anything else.

Step 1. Turn on the hotkey

A key combination is already assigned by default, but the whole feature ships switched off. Nothing happens when you press it until you enable the option below.

Note

This is a per-device setting. It lives in the desktop app, not on the server, so you enable it on each computer where you want to use it.

1. Open the app’s Settings. How you get there depends on your operating system.

   • Windows: Right-click the Cloud Voice App icon in the system tray (the small icons near the clock), then choose Settings.

     

   • macOS: In the menu bar at the top of the screen, click Cloud Voice App, then choose Settings.

     

2. Find the Hotkeys section and do the following:

   

   a. Select the Dial Selected Number checkbox.

   b. To use a different key combination, click the hotkey field beside the option and press the keys you want to assign.

   Tip

   Pick a combination that no other program already uses (for example a browser or spreadsheet shortcut). If two apps claim the same keys, one of them wins and Select and Dial may appear to do nothing.

Step 2. (Optional) Review the number before dialing

By default, the app dials as soon as you select a number and press the hotkey. If you would rather check or edit the number before the call goes out, turn off Dial out immediately.

1. Open the Settings page.

2. In the Call section, clear the Dial out immediately checkbox.

   

Caution

With Dial out immediately left on, the call starts the instant you press the hotkey, with no confirmation. If you accidentally highlight text that reads like an emergency or premium-rate number, it will be dialed immediately. Turn this setting off for anyone who needs a chance to review the number first.

What to expect

The result depends on the Dial out immediately setting from Step 2:

• Left on (default): Select a number, press the hotkey, and the call starts right away.
• Turned off: Select a number and press the hotkey. The number opens in the dialer so you can adjust it, then place the call when you are ready.