Finding the Contacts Page
From the smrtPhone Dashboard, you can easily access an address book that contains all of your contacts that are synced with your CRM. You can search, see all phone numbers associated with a contact, view contact history, update, and even call/text from the Contacts section of smrtPhone.
Only Account Owners and Users with granted permissions can access the Contacts Page.
To access your address book, click on the Contacts button on your Admin Dashboard.
All your contacts can be sorted, depending on your needs:
The name of the contact (A-Z or Z-A)
Contact's primary phone number
The date on which the contact was created
The date on which the contact was last updated
Just use the arrows to arrange the lists in the desired order, depending on what column header you select.
Adding a New Contact
You can easily add a contact from within smrtPhone that will be synced back to your CRM. On the upper right part of the screen, click the New Contact button to add new contacts in your account.
Please complete all required fields. A contact that misses the Last / First name or the Phone Number cannot be saved and might generate an error message.
Once you have completed all fields, you can now press the Create Contact button, and this new contact will be added to your list and synced to your CRM.
Contact Details & Modifications
When you click on a particular contact in your list, you can see details like the company they belong to, the role (position), and all phone numbers attached. You have some options when you click on the three dots next to contact, such as Rename Contact or viewing the communication history connected to this particular contact.
The View in CRM option will open a new tab directly to that contact within your CRM.
You can also use the 📞 💬 🎥 icons to Click-to-call, Click-to-text or Video Call that contact. Because this is accessible only from the Web App, it will drop the main dashboard dialer and either call the number or display the Compose Message window.
Do not Call Badge
In this place, you can also see if the contact has any numbers enrolled in the DNC list. When you click on the contact's name, the system will display next to the contact's phone number a red badge, reminding you of the fact that they have numbers added to the Do Not Call list.
You can see the entire list of DNC numbers stored in your system, by accessing your smrtPhone Dashboard >Admin > DNC Numbers.
You cannot even send a text to any contact placed on the DNC List.
Rename Contact
If you want to edit a contact, you simply click on their name and hit the Rename Contact button when the menu drops down, modify the Last or First Name, and when finished, just press the Update button.
In case you've changed your mind and don't want to modify it anymore, click on Cancel.
Contact History
The History button will slide open a window on the right side of the screen, with all the Contact History that exists. This communication log between your company and this particular contact includes inbound and outbound calls, sent and received SMS text messages. It is a comprehensive view of all users and Caller IDs within smrtPhone.
At this time, there are no further actions you can take from the Contact History. If you need to see more information about the specific communication, you need to check in your CRM or look at your Logs inside of smrtPhone.
Please keep in mind that the Billing and Logs tab is only accessible to the Account Owner and users with granted permissions.
Merge or Delete Contacts
If you find duplicate records, reconcile them from within your CRM, following your CRM's process for merging duplicate records. You can also see here if your contacts have duplicates.
If you want to delete the contact, head to the Contacts Page on your dashboard and hit the three dots, and select the Delete option. Then, confirm your choice.
Please keep in mind that this action will be active for both, CRM and smrtPhone, will delete the contact from both places, if the case.
Paired Caller ID
In the Contacts Page, there is also the option to add a pairing caller ID for a specific contact.
The Paired Caller ID setup helps you to assign a particular smrtPhone number (outbound) to a specific contact in your contacts. Access smrtPhone Dashboard > Contacts Page > Contact of choice and then click on the three dots for more options.
Select Set Paired Caller ID and then choose from the phone numbers / caller IDs available in your system using the search bar, and save your option.
Paired Caller ID overwrites Geo Caller ID, Sticky Caller ID, and Individual Caller ID.
Once the Paired Caller ID is set for that contact, this smrtPhone number will always be used in an outbound call to that contact.
If you have a particular phone number default set by the Account Owner, a Sticky Caller ID, or a Geo Caller ID, the system will overwrite all the previous settings and use the Paired Caller ID you just set.
