If you are the smrtPhone Account Owner or a User with appropriate permissions, you can customize settings related to the integration between smrtPhone and your CRM.
Settings are found on the Dashboard > Admin Tab > Tape Setup.
Change your Contacts App
Reinstall your Communications App
Switch the Organization
Resync leads
Edit App Info and Fields that are synced
Map Users
Reconfigure and Reinstall
From this page, you can make changes at the App Info and Synced Fields levels.
Press the Reconfigure button and edit the fields, selecting from the drop-down menus. Here you see both mandatory (Name/Surname/Phone Number) and optional (Photo/Position/Company) fields.
Once you are done, do not forget to click the Apply Changes button to see these new settings in your system. If you change your mind, just press Cancel.
Additionally, you can make changes to the Communications App that is linked to your system and reinstall this App.
Resync Contacts
To resync leads, you will have to click on the Contacts App and hit Resync Contacts and this will trigger a resync. Any new leads from your CRM will be pushed into smrtPhone.
If you wish to see the process, you can refresh your page. When the resync is done, the orange banner will disappear, and your contacts will be synced.
smrtPhone automatically syncs with Tape to upload your contacts on a routine basis, but you might want to do a forced sync depending on your current needs.
Mapping Users
You have the option to map your smrtPhone Users with your CRM users. In the same dashboard, below the options of Reinstall and Reconfigure, there is a table with all your smrtPhone users who are part of this account.
From the drop-down menu on the right, select the proper user to map. If you don't want the users to be linked anymore, head back to Admin > Tape Setup and click the ✖️ next to the user in the Tape User column and it will be removed.
Even if this mapping might be useful, it is not mandatory. It is optional.
