Making donor phone calls via NXT?

@Anne Komer, if you are looking for a computer based phone system, you can look into soft phone if your organization has a VOIP phone system. These can be set to use the same phone number as a desk phone if configured by your IT department. TBH, @Alex Wong's suggestion about just opening RE NXT on a cell phone is the easiest way to go. It will open the number in the default dialer for your phone.

@Anne Komer
That's an org decision on phone usage.

There's no “having NXT on my personal phone” situation. RE NXT is accessed through a web browser, not an app you have to install. But I can understand you don't want use your phone to make work calls.

Not sure if you are fundraiser or not, but I cannot understand an org not providing work mobile phone to fundraiser as they will be doing a lot of calling to donor and prospect and many of such call are not likely done through a office phone sitting in an office.

@Anne Komer I think the general consensus is that most fundraisers just look up the number in RE and dial it on the phone. If your organization didn't give you a work phone to use, then I understand not wanting to use your personal phone to do work business. It seems like your employer expects that you'll be fine with just looking up the number on the computer and dialing it on the phone on your desk.

If this is a issue of privacy, then a tool like Call Box won't help you, as your conversations will still be in the same location. As a subscription based service, it might be cheaper for your organization to just supply you with a cell phone. I'm not certain how Call Box works as I don't know of many organizations that have a need for this. It's a personal preference to use your personal device for this, but it shouldn't be expected.

EDIT: Now that I think about it more, I agree with @Alex Wong that it's an unreasonable expectation that fundraisers would not be using an organization supplied or organization contributed device for work business. Do they expect your fundraiser's to only work from the office, or will you be making donor visits? If the latter, then a work device is the only method that makes sense, as you'll be completely mobile and able to work everywhere.

@Anne Komer I use Microsoft Teams. It has the option to make outside phone calls. I don't call donors from my personal phone. Another option is to use a google voice number. You might have to pay for the call function but it's an option. When I want to record the interaction I just manually add the action to the donors record after the phone call is over. I work a lot in database view so I add it that way. Hope that all helps.