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Use the Outlook Shortcut Menu to Dial a Number

Requirements: See Working with the Microsoft Outlook Interaction Desktop Add-in.

You can use the Outlook shortcut menu to dial a number for a Customer Interaction Center user or an Outlook contact. When you view an email message or calendar appointment, you can right-click a name and with two additional clicks, dial any of this phone numbers associated with this person.

To use the Outlook shortcut menu to dial a number:

Do one of the following:

- Select or open an email message.
- Select or open an Outlook Calendar appointment.

Right-click the name of one of the following:
- The email message sender
- One of the email message recipients
- The meeting organizer
- A meeting participant

Note: You can right-click a name in an open Email or Appointment window or in the Reading pane.

Result: The Outlook shortcut menu appears.

Select Interaction Desktop and then select one of the phone numbers associated with the selected CIC client user or Outlook contact.

Result: The CIC client appears on top of any open windows and dials the selected number.