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- 13:25, 12 June 2026 How to Setup the Zapier Integrator (hist | edit) [988 bytes] ERyter (talk | contribs) (Created page with "Looking for different ways of automating processes such as lead creation, call data logging, sms data logging, and call transcription data? Well, Zapier provides a low code/no code solution that provides simple ways of automating these processes in cases where your CRM doesn't have a direct integration within your providers portal. <blockquote>'''Administrator Access Required''': To set up this integration, you will need administrator access to your Zapier account and...") Tag: Visual edit
- 13:01, 12 June 2026 How to Setup the Zoho Desk Integrator (hist | edit) [3,145 bytes] ERyter (talk | contribs) (Created page with "'''Administrator Access Required''': To set up this integration, you will need administrator access to your Zoho Desk account and an Office Manager within the Nova Portal. <blockquote>'''User Identity Matching''': <u>Email Address Identification</u>: The Nova Portal uses email addresses to identify users in Zoho Desk. <u>No Email Present</u>? If a Nova Agent/User doesn't have an email address, the Zoho Desk administrator can add the user's extension number in Zoho Des...") Tag: Visual edit
- 12:45, 12 June 2026 How to Setup the Zoho CRM Integrator (hist | edit) [3,573 bytes] ERyter (talk | contribs) (Created page with "<blockquote>Administrator Access Required: To set up this integration, you will need administrator access to your Zoho CRM account and an Office Manager Scope with the Nova Portal to setup and access recordings.</blockquote>Setup Steps: # Login to your Nova Portal # Go to the "Integration" Tab and Select on the "Enable" Button within the Zoho CRM Box Please Note: This will launch into a new window # Login to Zoho CRM # Accept the Connection of the Integrator # Integrat...") Tag: Visual edit
- 12:21, 12 June 2026 How to Setup the ServiceTitan CRM Integrator (hist | edit) [2,218 bytes] ERyter (talk | contribs) (Created page with "'''Administrator Access Required:''' You must be an Office Manager in the Nova Portal and an Administrator within the Service Titan CRM to configure this Integrator. '''User Identity Matching:''' <u>Email Address Identification</u>: The Nova Portal uses email addresses to identify users in Service Titan. <u>No Email Present</u>? If a Nova Agent/User doesn't have an email address, the Service Titan administrator can add the user's extension number in Service Titan to...") Tag: Visual edit
- 11:56, 12 June 2026 How to Setup the Salesforce CRM Integrator (hist | edit) [2,200 bytes] ERyter (talk | contribs) (Created page with "'''Please Note''': To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the Nova Portal. '''User/Agent Identity:''' The Nova Portal uses email addresses through the integrator to Salesforce for identification. If there's no email address on the Nova Agent/User, the Salesforce administrator can add the user's extension number in Salesforce to be identified by the integrator. Go to Step 7 to see how to input the exte...") Tag: Visual edit
- 11:44, 12 June 2026 How to Setup the Microsoft Dynamics 365 Integrator (hist | edit) [1,652 bytes] ERyter (talk | contribs) (Created page with "'''Administrator Access Required''': To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account and an Office Manager scope within the Nova Portal. '''User Identity Matching:''' <u>Email Address Identification</u>: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365. <u>No Email Present?</u> If a Nova Agent/User doesn't have an email address, the Microsoft Dyn...") Tag: Visual edit
- 11:23, 12 June 2026 How to Setup the HubSpot CRM Integrator (hist | edit) [1,943 bytes] ERyter (talk | contribs) (Created page with "# Access the Nova Portal # Navigate to the "Integration" Tab # Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM. # Link Your Account ## Enter HubSpot Login Credentials ## Choose Account ## Allow for the connection by selecting "Connect App" # Integration Successfully Enabled ## Success confirmation ## Showing "Enabled" on domain # Enable Users and Access Tokens being sent via the Integrator ## Click the "Pencil" Icon ## Select the specific Data being l...") Tag: Visual edit
- 09:38, 13 May 2026 Texting with Vested Soft (hist | edit) [1,723 bytes] ERyter (talk | contribs) (Created page with "Texting is a free feature available to all users. Before you begin, you'll need to complete the '''Texting Enrollment Form''' and contact our support team to activate texting on your account. Once texting has been enabled, follow the steps below to get started. ====== Log In ====== Open Vested Soft from your mobile device and sign in with your user credentials — these are the same as your web portal login. ====== Go to Messaging ====== After logging in, tap the...") Tag: Visual edit
- 10:43, 12 May 2026 How to Update Phone Buttons, BLF Keys and Speed Dials (hist | edit) [4,396 bytes] ERyter (talk | contribs) (Created page with "= Updating Your Desk Phone Buttons = Once you’re signed into the [https://nova.vestednetworks.com/ portal], click the '''Phones''' tab at the top of the screen. You’ll see a list of desk phones assigned to your extension/user. Locate your phone model in the list: * A '''green checkmark''' means the phone is online and registered properly. * A '''red X''' means the phone is currently offline or not registered. To edit your phone’s buttons, click the '''cog wheel...") Tag: Visual edit
- 09:35, 28 April 2026 How to Set Up a Temporary Forward / Time Frame for a Basic User (hist | edit) [3,670 bytes] ERyter (talk | contribs) (Created page with "= Access the Portal = # Sign in to the user [https://nova.vestednetworks.com/ portal]. # Navigate to the '''Time Frames''' section. = Create a New Time Frame = # Click '''Add Time Frame'''.<blockquote>frameless|794x794px</blockquote> # Enter a name using your extension and purpose for easy organization (e.g., '''103 – Vacation'''). # In the '''When''' field, select '''Custom'''. #* This allows you to combine different types of sched...") Tag: Visual edit
- 12:33, 23 March 2026 Nova Textly Overview (hist | edit) [1,823 bytes] ERyter (talk | contribs) (Created the Nova Textly overview) Tag: Visual edit
