Chrome Click-to-Call and Text
Call or text a phone number on a web page. Install the Mango9 Chrome extension, sign in with your Mango9 account, and choose the calling and texting options you need.
In the CRM: Downloads → Chrome extension
What the extension does
The Mango9 Chrome extension recognizes phone numbers on ordinary web pages and adds call and text controls beside them. You can also use its toolbar dialer to enter a number yourself. It is useful while looking at a customer record, directory or load board.
For calls, Chrome asks Mango9 to connect your assigned phone extension to the number you selected. Answer on the Mango9 app or desk phone registered to that extension. The extension is a call controller; installing it alone does not give Chrome a working telephone line.
For texts, the extension uses an approved business sending number on your Mango9 account. The recipient receives an SMS or supported picture message. They do not need to install Mango9.
Before you install
- Have an active Mango9 account and sign in as yourself, not as another employee.
- For calling, have an assigned phone extension and a working Mango9 app or desk phone for that extension.
- For texting, have a business number approved and assigned for sending texts. Owning a voice number does not automatically mean texting is ready.
- Install and sign in within the Chrome profile you use for work. Each browser profile keeps its own Mango9 extension session.
Install and sign in
The current extension signs in directly. The retired Browser Extension page in the CRM is no longer part of setup; its old address opens Downloads. If an older extension still asks for CRM activation, update it through Chrome’s extension management and reopen Mango9.
- Open Downloads, the last item in the CRM main menu, or visit the Mango9 download page. Choose the Chrome extension.
- On the Chrome Web Store listing named Click to Call/Texting Extension by Mango9, select Add to Chrome and confirm. Chrome installs it for you.
- Use Chrome’s Extensions menu to pin Mango9, then select the Mango9 icon in the toolbar.
- On Sign in to Mango9, enter your Mango9 username or email and password, then select Sign in. The extension finds your account’s server automatically.
- Wait for the signed-in interface. Open the extension’s settings and check the displayed account and phone extension.
- Enable calling and/or texting, choose an available caller ID and save. Reload web pages that were already open so their number controls can update.
Sign in with an email code
The extension normally finds the server for you. If it asks you to choose because the account matches both servers, select US or 2 to match your intended Mango9 workspace.
- Select Use an email code instead on the sign-in screen.
- Enter the email address for your Mango9 account and select Send login code.
- Open the email, enter its six-digit code in Email code, and select Sign in.
- If needed, use Send a new code and enter the new code. Use my password instead returns to password sign-in.
What provisioning means
Provisioning means loading the correct account settings after sign-in. Mango9’s central sign-in service identifies your CRM server, then the extension receives the access and phone settings assigned to your account. You do not need to activate it from a separate CRM page or enter a phone-system password.
Your permitted sending numbers and phone extension come from your account. Two employees can therefore see different choices. If an assignment is wrong, ask the account owner to correct it, then sign in again and check the connection.
The extension keeps a signed-in session in that browser profile. To change accounts, open its menu and choose Logout, then sign in as the intended user. Signing into a different account in a CRM web tab does not itself switch the extension’s account.
Make a call from a web page
- Keep your assigned Mango9 phone or desktop app connected. In the Windows app, check Calls: Registered.
- Find the phone number on the web page and select its phone control. Check the destination and the caller ID, which is the business number the recipient sees.
- Start the call. Mango9 first connects your extension; answer on its registered app or desk phone. The destination then rings.
- Use the call controls offered for the active call. Depending on the call state, these include hang up, mute, hold, keypad tones, transfer, conference and recording.
- Hang up when finished and check the call history. A ringing or connecting status does not mean the other person answered.
Auto answer asks a compatible registered phone to answer the callback automatically. Leave it off until you have tested the intended device. The extension does not change the recipient’s answer behavior.
Send a text or picture
In Open SMS dialogs in, Internal keeps messaging inside the browser extension. Mango9 app asks your computer to open a compatible installed app using its registered text-message link. If no compatible app opens, choose Internal. Installing the extension does not automatically connect that option to every Windows or Mac app.
- Select the message control next to the number, or enter the number in the extension’s dialer and open its chat action.
- Check the recipient and choose the business sending number. Use the same sending number when continuing an existing customer conversation.
- Write your message. Where offered, choose a saved template and replace any details that are specific to the customer.
- If the attachment control is available, select a supported file and check the preview. Carrier and account limits still apply to picture messages.
- Send once. Check the conversation and any delivery or error status before retrying. A submitted message is not necessarily delivered.
- Continue the conversation in the extension or the Mango9 SMS Inbox using the same account and number.
Settings in everyday language
The extension can work alongside another browser-based CRM by recognizing the numbers displayed there. That does not automatically sync contacts, notes or call records with every third-party CRM. A CRM lookup opens a search page; it does not install a full data integration.
| Option | What it changes |
|---|---|
| Enable calls / Enable SMS | Choose which controls appear beside phone numbers. Save, then reload the web page. |
| Caller ID | Choose an authorized business number to show on outgoing calls. This is separate from which phone extension you answer on. |
| Disable incoming calls | Controls incoming-call handling in the extension. Do not assume it turns off ringing on every registered phone. |
| Phone patterns | Examples of number formats the extension should recognize. Keep the defaults unless a page’s numbers are not recognized correctly. |
| Ignore sites | Skip number controls on selected websites. Add one hostname or hostname fragment per line, save and reload the page. |
| CRM lookup URL | An optional customer-search address. The extension replaces the first % in that address with the phone number and opens the result. Ask your CRM administrator for the correct URL. |
| Voicemail drop | Choose an existing recorded message when that call feature is available. It is separate from listening to incoming voicemail. |
If it is not working
| What you see | What to do |
|---|---|
| Extension is not installed | Check that Mango9 is installed and enabled in this Chrome profile. Pin and open its toolbar icon. Chrome’s internal pages and some restricted pages cannot display number controls. |
| Sign-in screen remains open | Sign in directly in the extension with your Mango9 account or email code. Read the error shown if sign-in fails. A separate CRM browser tab does not sign the extension in. |
| Wrong account is connected | Use Logout in the extension’s menu, then sign in to the intended account. Check the account and phone extension shown in its settings. |
| No icons on a page | Enable call/text controls, allow Chrome site access, check Ignore sites, and reload. Numbers in images or unsupported page elements may not be recognized; use the dialer instead. |
| No phone numbers for SMS | Ask the account owner to check the approved sender and your assignment. Sign in again after the account is corrected and review the available numbers. |
| Call remains connecting | Check the assigned extension and its registered app/desk phone. Answer the callback there. A CRM login alone does not register a phone. |
| Text failed or never arrived | Check the sender, destination, account allowance and visible error. Check the existing message status before sending again. |
| SMS works but calls do not | Texting access and phone registration are separate. Check the phone extension and voice service. |
| A browser notification is missing | Check Chrome and operating-system notification permissions. Use the conversation or call history to confirm the result. |