phone.systems™ App Settings

The phone.systems™ app provides a range of settings to help you customize and control your experience. Use the settings section to adjust preferences related to behavior, profile management, and notifications.

Use the following options to manage your app behavior, call handling, and profile settings:

Change Application Status

Set your availability for calls by choosing Online, Pause, or Offline status.

Change Application Status

Switch Outbound Caller ID

Select which number is shown as your caller ID when making outbound calls.

Switch Outbound Caller ID

Manage Personal Settings

Manage your user profile and CRM integration.

Manage Personal Settings

Manage General Settings

Configure app behavior, startup options, sound notifications, and sign-out settings.

Manage General Settings

Open App Settings

Tap the top bar to open the drop-down menu.

Tap the icon to open the Settings panel.

Fig. 1. Open the drop-down menu

Fig. 2. Open the settings menu

Change Application Status

In the phone.systems™ app, you can manually adjust your application status to control your availability for calls. This feature is useful for managing your presence during working hours, breaks, or when you’re unavailable.

To change your application status:

Click the top bar to open the drop-down menu.

Select one of the following status options:

Online – You are available for inbound and outbound calls.

Pause – You can make outbound calls, but inbound calls are disabled.

Offline – You are not available for any calls.

Your current status is shown in the top-right corner of the application.

Fig. 1. Application Status Online

Fig. 2. Application Status Pause

Fig. 3. Application Status Offline

Switch Outbound Caller ID

In the phone.systems™ app, you can configure and switch your outbound caller ID the number shown to recipients when you place a call. This lets you choose how your outgoing calls appear to recipients—whether you’re using your personal number, a shared team number, or a number from a specific region.

If your user account has access to multiple caller IDs (numbers assigned by your administrator), the app lets you choose which one to use for outgoing calls.

To switch your outbound caller ID:

Click the top bar of the app to open the drop-down menu.

From the list of available caller IDs, select the one you want to use.

The active caller ID will appear in the top-right corner of the interface.

Manage Personal Settings

The Personal section contains settings related to your user profile and CRM integration. These options help personalize how the application behaves during communication events.

Use the shortcuts below to access specific personal settings:

Edit profile

Update your personal information, including your name, job title, and department.

Edit Profile

Open CRM Contact pages automatically

Automatically open CRM contact pages during external calls to access caller information instantly.

Open CRM Contact Pages Automatically

Edit Profile

The Edit Profile screen lets you update your basic user information.

You can modify the following fields:

First name

Last name

Job title

Department

After making changes, select the Save button to apply them.

Fig. 1. Edit Profile

Open CRM Contact Pages Automatically

When this setting is turned on, phone.systems™ automatically opens the contact details page in your connected CRM during calls with external contacts.

This feature works as follows:

Incoming calls from recognized external sources trigger a CRM lookup.

The CRM interface opens directly to the contact’s details page, giving you instant access to caller information.

This reduces the need for manual searches and helps you handle calls more efficiently.

Note

To use this feature, your CRM system must already be integrated with phone.systems™. For setup instructions, see CRM integrations.

**Fig. 1.** Open CRM Contact Pages Automatically

Manage General Settings

The General section contains settings for controlling application behavior, managing audio feedback, and accessing support.

Click the shortcuts to any of the general settings below:

Start app automatically

Set the app to automatically start when your device turns on, ensuring it’s always ready for use.

Start App Automatically

Sound settings

Enable or mute dialpad tones to control sound feedback when interacting with the keypad.

Sound Settings

Report an issue

Quickly report any issues by providing details to the support team for resolution.

Report an Issue

Sign out

Sign out of your account to end your session and ensure your data is secure.

Sign Out

Start App Automatically

You can configure the phone.systems™ app to launch automatically when your device turns on.

To enable automatic startup:

Open the General settings section.

Toggle on the Start app automatically option.

Fig. 1. Start app automatically toggle

Sound Settings

The Sound Settings screen lets you enable or disable in-app dialpad tones.

Use the Sound toggle to turn dialpad tones on or off:

On – Dialpad tones are enabled during keypad interaction.

Off – Dialpad tones are muted.

Note

This setting controls only sound feedback within the app when using the dialpad. It does not affect call audio or device sound settings.

Report an Issue

Use the Report an Issue action to submit problems directly from the phone.systems™ app to the support team.

To report an issue:

Click the top bar to open the drop-down menu.

Tap the icon to open the Settings menu.

Select Report an Issue.

Fill in your email address and describe the issue, including:

What steps you took before the issue occurred.

Any error messages shown.

What you expected to happen and what actually happened.

Click Send to submit the report.

Note

Providing detailed information helps the support team resolve your issue faster.

Fig. 1. Open the drop-down menu

Fig. 2. Open the settings menu

Fig. 3. Select Report an issue

Fig. 4. Input your email and issue description

Sign Out

Click the Sign Out button from the settings menu.

On the confirmation screen, click Sign Out.

Caution

Before signing out, ensure you have access to your activation key or QR code in case you need to reconnect.

Fig. 1. Sign Out Button

Fig. 2. Sign Out Confirmation