To activate this function, you must allow SuperOffice to provide information about incoming calls in the phone’s settings.Caller ID requires version 10.1.9 or higher of Mobile CRM.
Why enable caller ID
- See who’s calling-even if the number is not in your phone contacts.
- React personally to customer calls.
- Notice missed calls from a registered contact.
- Keep your private and professional contact lists separate.
- Avoid syncing all CRM contacts to your phone (GDPR-friendly).
Included phone numbers
Caller ID uses numbers from:- All persons and companies in follow-ups, sales, documents, and requests created by you or your primary group in the last 12 months (with active dates ±12 months).
- All colleagues across all groups.
For each person or company, all stored phone numbers are included. If duplicates exist, the most recently updated one is shown.
Requirements
- SuperOffice CRM Online (any user plan, or CRM Suite Core)
- Mobile CRM app version 10.1.9 or higher
How to enable caller ID
- In Mobile CRM, tap in the bottom center of the screen and select Settings.
- Tap Allow call identification.
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Tap Open settings menu to go to your device’s settings and complete setup.
- iOS
- Android
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In iOS settings, go to Call Blocking & Identification and enable SuperOffice.
- If your phone opened the general Phone settings, scroll down and tap Call Blocking & Identification.
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Check if Background App Refresh is enabled for SuperOffice:
- If this option is not visible, you’re all set. Caller ID will work.
- If visible, go to Settings > General > Background App Refresh, and turn it on for SuperOffice.
