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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?
Yes, using the techniques described below.
Restricting the Contact Search Tool
It is possible to restrict the Contact Search Tool 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 in the Global Options section titled: Restrict views to owned records?
Restriction when Loading a Saved Search
Saved Search Selector: It is not possible to restrict the list of Saved Searches displayed in the List Dialing section. A Saved Search list can be owned by a specific user 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 always displays the full set of Saved Searches in the selector regardless of ownership.
Saved Search Loading: However, when a Saved Search list is loaded into turboDial it is possible to restrict the load to only bring in contacts who are owned by the User loading the list. Find more information here in the Global Options section titled: Restrict views to owned records?
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.