phone.systems™ App Settings

The Settings section in the phone.systems™ app allows you to:

  • Edit your profile to update your name, job title, and department.

  • Automatically open CRM contact pages when receiving calls from an external sourc

  • Report an issue by providing details about a problem.

  • Sign out to end your session.

Access the Application Settings Menu

To access the Application Settings Menu, click on the top bar to open the drop-down menu. This menu provides the following options:

  • User Details: Displays the connected user’s first and last name, department, and status.

  • Outbound Numbers: Shows the outbound Caller IDs.

  • Settings: Provides quick access to application settings.

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Fig. 1. Drop Down Menu

Clicking the settings icon opens the phone.systems™ settings menu, where you can:

  1. Edit profile to update your first and last name, job title, and department.

  2. Enable automatic CRM contact page opening to display contact details in the CRM when receiving calls from an external source.

  3. Report an issue by submitting a description of the problem, including the steps taken, error messages received, and the actual outcome.

  4. Sign out to end your session.

Settings menu

Fig. 3. Settings menu

Application Status

To change your application status, click on the top bar to open the drop-down menu. you may change the application status to:

  • Online: Available for inbound and outbound calls.

  • Pause: Available for outbound calls only. Inbound calls are disabled.

  • Offline: Unavailable for all calls.

Application Status

Fig. 1. Application Status

Switching the Outbound Caller ID

To switch between caller IDs, click the top bar to open the drop-down menu and select one of your caller IDs.

The caller ID currently in use will be displayed in the top right corner of the application.

Outbound Caller ID List

Fig. 1. Outbound Caller ID List

Report an Issue

To report an issue in the phone.systems™ app:

  1. Open the drop-down menu by tapping the top bar.

  2. Go to Settings by tapping the settings icon.

  3. Select Report an issue from the Settings menu.

  4. Enter your email address and describe the issue to help the support team diagnose and resolve the problem. Include:

    • Steps you took before the issue occurred.

    • Any error messages you received.

    • What you expected to happen versus what actually happened.

  5. Click the Send button to submit your report.

Reporting an Issue

Fig. 4. Reporting an Issue