Using the Mobile App Caller ID
When using the caller ID, you can immediately identify the identity of incoming calls made from your existing platform contacts. Knowing who is on the call lets you prioritize and personalize your communication and improve your client experience.
Important: Caller ID is currently available only for iOS users.
Tip: Caller ID is a good solution for staff members that don’t want to mix business contacts with personal contacts on their mobile devices but still prefer to know who is calling.
Activating Caller ID
- To activate the Caller ID, go to your ‘Clients’ tab on the mobile App.
- On the top of the page, you will see a banner offering you to turn on the Caller ID.
- If you can’t see the banner, click the three dots menu on the top right.
- Click on the turn-on button and follow the instructions to allow the required permissions on your device. If you didn't accept the required permission, you'll see the following warning:
- Once you have enabled the required permissions, your Caller ID is up and running.
Note: Caller ID is not supported in old app versions. Make sure to update your app from time to time.
Using the Caller ID
When using the Caller ID, you can see the name and last name (if it exists in your platform contacts) of the contact that is calling you immediately.
You will also see the contact information on your recent calls list.
When manually typing a phone number that exists on your platform contacts, you will also be able to see the contact information immediately, helping you identify that the number already is on your contacts.
Note: Caller ID syncs with your phone every time you open/reopen the app, with the distinction that 10 minutes have passed since you the last update.
Does the Caller ID save the platform contacts on my device?
Caller ID does not add contacts to your device contacts. The information is protected on the app background and will be removed from your device if the App is uninstalled.
Why can’t I see the Caller ID?
Ensure you have enabled the Caller ID on your phone settings under “Call blocking & Identification”.
If you didn't accept the required permission, you'll see a warning banner on the Caller ID settings.
You must also have the app open in the foreground for 20 seconds to enable the sync between your contacts and your device.
If you just added a new contact number or you updated a previous contact in the platform, it can take up to 10 mins to sync that information to your device. Try relaunching the app after 10 mins if you find that the sync did not process and keep your app open in the foreground for 20 seconds to active the sync,
Why does Caller ID identify only some of my contacts?
Currently, caller ID has a limit of 1000 contacts.