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Questions & Answers
Can I launch and use turboDial independently from Infusionsoft?
I am clicking the turboDial button for a Contact but nothing happens.
You must have your browser set to enable Pop-Ups from https://turboDial.biz and from your own Infusionsoft account, which will be similar to but not the same as this: https://wl116.infusionsoft.com .
Can I restrict Users to only view Contacts if they own the Contact Record in Infusionsoft?
Due to limitations in the Infusionsoft API for Saved Searches turboDial is not able to fully restrict a User to only view Contact Records they own.
Restricting the Search Feature
It is possible to restrict the search feature in turboDial so that when a search query is submitted in turboDial only contacts owned by the User will be returned. Find more information here.
No Restriction on Saved Searches
It is not possible to restrict the list of Saved Searches displayed in the List Dialing selector. Saved Searches can be owned by specific users in Infusionsoft, and also the access in Infusionsoft can be restricted based on Infusionsoft permissions. However those restrictions are not available via Infusionsoft’s API so turboDial is not able to restrict access to Saved Searches.
Restricting Access to the Green turboDial Button
If you have permissions set in your Infusionsoft account so that Users can only view Contacts they own, then they will not have access to the turboDial button on Contacts they do not own since they cannot view those Contacts. That effectively restricts users from navigating to non-owned Contacts in turboDial.