PhoneTools is one of the quickest ways to begin screening your Salesforce records against the UK-TPS and UK-CTPS databases to check whether the numbers are safe to call. This installation walkthrough will get you set up with a basic configuration in no time so you can rest easy and know you have a solution in place.
For versions prior to 2.4, review documentation here.
Object and field configuration
- Trigger creation
- Creating custom functional fields
- Configure Field to Screen
- Select which services to screen against