Once your PCT/CallEvo account has been set up, you will receive a welcome email from us. That email will have information about how to set up your computers to use the system, and it will also have your “tenant id” number.
Contact your PDI account representative or PDI Support and ask them to connect your PCT/CallEvo account to your PDI account. They will need your tenant id and the name of your PDI account. When the service has been added to your PDI account, you will be able to access it from the Organizing Tools | Click to Dial – Team Calling menu in the PDI system.
If you get an error when you choose Click to Dial – Team Calling, your PDI account may not have been connected to your PCT/CallEvo account. Contact PDI Support for assistance with this.