In order for the telephony module to assign your customers' calls, you must enter the customer's phone number in the customer management system.
Open customer management via the menu item "Window" -> Customers.
Assign the contact person and a phone number to your customer there:
In the next step, open the customer's detailed data by double-clicking on the customer name in customer management:
Switch to the "Telephony" tab and select a telephony project that should start automatically when the customer calls. At this point, you can also create a new telephony project for the customer and start it directly if necessary.
If you have multiple contacts for the customer, you can activate them individually for telephony:
This completes all the settings for the successful use of the telephone module.