Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/AnyPhone.htm

## Any Phone for Service Center

Service Center provides the flexibility for teams to use their preferred external phone systems, while benefiting from Service Center’s structured workflow for tracking outbound contact attempts.

For example, Inside Sales Reps often reach customers using their own mobile devices, softphones, or telephony vendors not supported by Service Center’s integrated omnichannel providers. While the call takes place on an external device or softphone, the rep manages the activity status and call duration within the Service Center interface. This feature enables teams to capture engagement data and manage outbound target lists and activities in Vault CRM, without an integrated CCaaS service provider.

**Who can use this feature?**

* Inside Sales Reps - Browser
* [Capturing Activity from Any Phone](#Using)
* Users do not require an additional license

### Related Topics

[Using the Service Center Outbound Tab](../Outbound/SCOutbound.htm)

[Today’s Focus for Outbound Service Center](../Outbound/TodaysFocus.htm)

[Canceling and Redialing Outbound Call Attempts](../Outbound/Cancel_Outbound_Call.htm)

### Configuring Any Phone for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Inside Sales Reps](#)

To configure this feature:

1. Ensure [Configuring Service Center](../SCConfig.htm) is complete.
2. Navigate to **Admin > Configuration > Application Profiles**.
3. Ensure Inside Sales Reps are included in an existing application profile, or create a new application profile for Inside Sales Reps.
4. Create a **Veeva Omnichannel** record for standalone phone:

* Navigate to **Business Admin > Objects > Veeva Omnichannel**
* Select **Create**
* Select **Standalone Phone** as the Omnichannel Integration type
* Populate the Name field and ensure the Status is Active
* Select **Save**

5. Create a **Console Application Settings** record for Inside Sales Reps:

* Navigate to **Business Admin > Objects > Console Application Settings**
* Select **Create**
* Select **Service Center** as the Console Application Settings type
* Populate at least the following fields:
* Console Tab Access - Outbound, or both Inbound and Outbound

  With Outbound access only, reps can create cases from incoming phone calls but they cannot manage the case after creation.
* Console Application Profile - Select the profile created for Inside Sales Reps
* Queue - Any value
* Select **Save**

6. Navigate to **Business Admin > Objects > user\_\_sys**.
7. Set the **Veeva Omnichannel** field to Standalone Phone on the appropriate user\_\_sys records.

For more information on creating Console Application Settings records, see [Configuring Console Application Settings](../SCConfig.htm#Configur).

### Capturing Activity from Any Phone as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Inside Sales Reps](#)

Reps can capture and track outbound activities while using any phone, including separate, non-integrated phone systems.

To capture activity from any phone:

1. Navigate to the **Outbound** tab.
2. Select a **target** from one of the following valid target views: Today's Focus, Retry, Scheduled, or Not Started.

   ![](../../../Resources/Images/Service Center/StandalonePhone/StandalonePhone1.png)
3. Manually dial the phone number shown in the interface on your external mobile device or softphone.

Because a telephony provider is not integrated with Service Center, users configured for this feature cannot use Click-to-Dial functionality in either Service Center or Patient CRM.

4. Select the **Start Call** action for the appropriate phone number.

   ![](../../../Resources/Images/Service Center/StandalonePhone/StandalonePhone2.png)

   When reps select the Start Call action, activity tracking begins:

* An Outbound Target Activity (outbound\_target\_activity\_\_v) record is generated. The current time is stamped to the Start Time (start\_time\_\_v) field on the Outbound Target Activity record.
* The rep’s status updates to In a Call status
* Service Center begins timing the duration of the attempt

1. Select **Done** from call modal in the lower left corner, when the conversation is complete.

![](../../../Resources/Images/Service Center/StandalonePhone/StandalonePhone4.png)

When reps select the Done action:

* The current time is stamped to the End Time (end\_time\_\_v) field on the Outbound Target Activity record
* The interface returns to Not in a Call status
* Standard options for attempt submission, retry, and cancel display

For more information on submitting attempts or marking them for retry, see [Using the Service Center Outbound Tab](../Outbound/SCOutbound.htm). For more information on canceling attempts, see [Canceling and Redialing Outbound Call Attempts](../Outbound/Cancel_Outbound_Call.htm).