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The Consuelo dialer is a sidebar that provides full telephony functionality directly within the CRM. Access it anytime using keyboard shortcuts or the navigation bar.

Opening the Dialer

Keyboard Shortcut:
  • Mac: Cmd+D
  • Windows: Ctrl+D
Alternative:
  • Click the phone icon in the top navigation bar

Dialer Layout

The dialer sidebar consists of several key areas:

1. Dial Pad

The main area for entering phone numbers:
  • Numeric keypad (0-9)
  • Asterisk (*) and pound (#) keys
  • Clear button
  • Call button

2. Caller ID Selector

Dropdown to select which phone number displays when calling:
  • Shows all configured caller IDs
  • Indicates local presence status
  • Quick access to add new numbers
Search for contacts while the dialer is open:
  • Type to search by name or phone number
  • Shows matching results in real-time
  • Click a result to auto-fill the number

4. Active Call Controls

When on a call, these controls appear:
  • Mute - Toggle microphone on/off
  • Hold - Place caller on hold
  • Transfer - Initiate a call transfer
  • Keypad - Access DTMF tones
  • Hang Up - End the call

5. Call History

Recent calls list showing:
  • Call direction (inbound/outbound)
  • Contact name and number
  • Duration and timestamp
  • Call status (completed, missed, no answer)

Keyboard Shortcuts

ShortcutAction
Cmd+D / Ctrl+DOpen/close dialer
EnterInitiate call
MToggle mute
HToggle hold
TOpen transfer
EscapeClose dialer / Cancel action
Keyboard shortcuts work globally when the dialer is open. Press ? to see all available shortcuts.