โš™๏ธ Elevate Phone Integration Settings

Configure phone system integration preferences and connection parameters

๐Ÿ“ž Phone System Configuration
โœ“
Connected to Elevate Phone System
Integration active and operational
Server Status
Online
Last Sync
30 seconds ago
Connected Users
15 active
API Version
v2.1.4
๐Ÿ”— Connection Settings
Elevate Server URL
Primary connection endpoint for Elevate phone system
API Key
Authentication key for accessing Elevate services
Connection Timeout
Maximum time to wait for connection response
seconds
Auto-Reconnect
Automatically reconnect if connection is lost
๐Ÿ“ž Click-to-Dial Settings
Enable Click-to-Dial
Allow clicking phone numbers in CRM to initiate calls
Default Dial Prefix
Prefix to add to all dialed numbers (e.g., 9 for external)
Auto-Format Numbers
Automatically format phone numbers for dialing
International Dialing
Support international number formats
๐Ÿ“ Call Logging
Automatic Call Logging
Automatically log all calls as CRM activities
Log Outbound Calls
Log calls initiated from CRM
Log Inbound Calls
Log incoming calls automatically
Minimum Call Duration
Minimum duration to log a call activity
seconds
Default Activity Type
Default activity type for logged calls
๐Ÿ‘ค Contact Integration
Sync CRM Contacts
Synchronize CRM contacts with Elevate phonebook
Sync Frequency
How often to synchronize contact information
Include Contact Photos
Sync contact photos from CRM to phone system
Contact Matching
How to match contacts between systems
๐Ÿ”” Notifications
Connection Alerts
Notify when phone system connection is lost
Call Logging Errors
Alert when call logging fails
Missed Call Notifications
Notify in CRM about missed calls
๐Ÿ“ฑ User Devices
Registered Devices
Devices connected to the Elevate phone system
Eric's Desktop Phone
Online โ€ข Extension 101
Sarah's Mobile App
Online โ€ข Extension 102
Mike's Softphone
Offline โ€ข Extension 103
๐Ÿงช Integration Testing
Test Your Phone Integration
Use these tools to verify your Elevate phone integration is working correctly. Test results will help diagnose any connectivity or functionality issues.
Changes will be applied immediately after saving. Phone integration may briefly pause during configuration updates.