If you need to make changes to your Organization, Contacts App, or Communications App that work in smrtPhone and Podio, this article is for you!
Changing how smrtPhone is set up with your Podio System can be done by accessing your Admin Dashboard > Podio Settings. When the window pops up, select Continue Settings to reorganize your setup.
Here, you can make adjustments to your setup or completely overhaul it. Be aware that these are smrtPhone-Podio integration settings, and so any changes affect both.
Switch Organization
If you selected an incorrect organization when you set up your smrtPhone account or one that is no longer active, you could switch to the right one by clicking the blue button and selecting the one you need from the window that pops up.
❗ Keep in mind that by doing so, you will also change your workspaces from the current one to those existing in your newly switched organization!
Changing an organization requires a new configuration for the Contacts App and Communications App as well, which means that the current one will no longer be active (although your data will remain and can be accessed to look at historical records.)
Update Contacts App
The Contacts App points to the app that holds all your contacts in Podio. To completely change the Contacts App, click Reconfigure in your Podio Setup page, and then you can choose the app that will be used from now on. You will have to map the appropriate fields (name, phone number, etc.) and then Apply Changes.
Communications App
This is where all your communication logs go, tracking calls, texts, and voicemails. You first established which one when you configured your smrtPhone account, determining which Workspace is linked.
Click the Reinstall App on the left side to check if your selection is the one you want, or reinstall it and select the one you wish.
❗Keep in mind that reinstalling your Communications App means that the current one will cease to be active (becomes irrelevant for smrtPhone system), and the system will create a new Communications App that will store logs from now on.
Your old data will still be in the deactivated App but accessible for historical purposes only.
We recommend making changes in your settings only if necessary to keep continuity in your data and reporting.
👁🗨 In case you need help with the first steps you made when you configured your smrtPhone account, please click here ⇢
