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- 15:35, 14 July 2026 How to Park and Retrieve Calls in the Vested Soft Mobile App (hist | edit) [2,133 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Mobile App == If you're having trouble logging in, please see our article here. == What Is Call Park? == '''Call Park''' allows you to place an active call into a shared parking slot so another user can retrieve and continue the conversation from their own desktop app or phone. This is useful when transferring calls between team members or when you need someone else to answer the call. == How to Park an A...") Tag: Visual edit
- 16:39, 13 July 2026 How to Park and Retrieve Calls in the Vested Soft Desktop App (hist | edit) [2,546 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Desktop App == If you're having trouble logging in, please see our article here. == What Is Call Park? == '''Call Park''' allows you to place an active call into a shared parking slot so another user can retrieve and continue the conversation from their own desktop app or phone. This is useful when transferring calls between team members or when you need someone else to answer the call. == How to Park an...") Tag: Visual edit
- 15:39, 10 July 2026 Transferring and Merging Calls in the Vested Soft Mobile App (hist | edit) [4,075 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Mobile App == If you're having trouble logging in, please see our article here. == Merging Call == Use Merge when you want to combine separate calls into a conference call. # While you're on a call with the first participant, click '''Add Call''' (the '''+''' icon) in the bottom-right corner of the screen.<blockquote>frameless|469x469px</blockquote> # Your current call will...") Tag: Visual edit
- 12:20, 8 July 2026 Vested Soft Mobile App Settings Overview (hist | edit) [3,467 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Mobile App == If you're having trouble logging in, please see our article here. == Accessing Settings == To access the mobile app settings, tap the '''Menu''' icon (☰) in the upper-left corner of the screen. frameless|469x469px Then tap '''Settings'''. frameless|469x469px == Information == '''Update Configuration''' – Forc...") Tag: Visual edit
- 10:46, 8 July 2026 Vested Soft Desktop App Settings Overview (hist | edit) [5,502 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Desktop App == If you're having trouble logging in, please see our article here. == Accessing Settings == To access the desktop app settings, click the '''Settings''' (cog wheel) icon in the bottom-left corner of the application. == Application Settings == '''Theme''' – Switch between the '''Light''' and '''Dark''' application themes. '''Account''' – This setting must remain '''Enabled''' in order to...") Tag: Visual edit
- 09:43, 8 July 2026 Calling Features and Options on the Vested Soft Desktop App (hist | edit) [2,459 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Desktop App == If you're having trouble logging in, please see our article here. == Placing an Outbound Call == To place a call, enter the destination phone number or extension into the keypad field, then tap the '''green Call''' button at the bottom of the screen.<blockquote>frameless|300x300px</blockquote> == Choosing How to Place Your Call == When placing a call, you...") Tag: Visual edit
- 09:32, 8 July 2026 Calling Features and Options on the Vested Soft Mobile App (hist | edit) [2,715 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Mobile App == If you're having trouble logging in, please see our article here. == Placing an Outbound Call == To place a call, enter the destination phone number or extension into the keypad field, then tap the '''green Call''' button at the bottom of the screen.<blockquote>frameless|469x469px</blockquote> == Choosing How to Place Your Call == When placing a call, you m...") Tag: Visual edit
- 09:02, 8 July 2026 Managing Your Call History in the Vested Soft Mobile App (hist | edit) [1,303 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Desktop App == If you're having trouble logging in, please see our article here. == Viewing and Managing Your Call History == To access your recent call history, tap the '''Recents''' tab at the bottom of the screen.<blockquote>frameless|469x469px</blockquote>Your recent calls will be displayed in a list, where you can quickly identify whether each call was '''inbound''...") Tag: Visual edit
- 08:52, 8 July 2026 Managing Your Call History in the Vested Soft Desktop App (hist | edit) [1,174 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Desktop App == If you're having trouble logging in, please see our article here. == Viewing and Managing Your Call History == To access your recent call history, click the '''Recents''' tab in the left navigation menu. Your recent calls will be displayed in a list, where you can quickly identify whether each call was '''inbound''', '''outbound''', or '''missed'''.<blockquote>File:Imagehistoryvsdeskapp.p...") Tag: Visual edit
- 16:36, 7 July 2026 Setting a Voicemail Greeting on the Vested Soft Desktop App (hist | edit) [2,191 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Desktop App == If you're having trouble logging in, please see our article here. == Record a New Voicemail Greeting == # Tap the '''Greetings''' tab on the left navigation bar.<blockquote>frameless</blockquote> # Tap the '''+''' icon in the upper-right corner to create a new voicemail greeting.<blockquote>frameless</blockquote> #...") Tag: Visual edit
- 16:09, 7 July 2026 Managing Contacts in the Vested Soft Desktop App (hist | edit) [2,785 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Desktop App == If you're having trouble logging in, please see our article here. == Filter Your Contacts List == # Open the desktop app and tap the '''Contacts''' tab on the left navigation bar.<blockquote>frameless</blockquote> # On the left hand side of the Contacts screen, select one of the available contact filters. By default, the filter is set to '''All'''. # Choo...") Tag: Visual edit
- 15:27, 7 July 2026 Managing Contacts in the Vested Soft Mobile App (hist | edit) [3,292 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Mobile App == If you're having trouble logging in, please see our article here. == Filter Your Contacts List == # Open the mobile app and tap the '''Contacts''' tab in the bottom navigation bar. frameless|469x469px # Tap the '''Filter''' drop-down menu at the top of the screen. By default, it is set to '''All'''. frameless|469x469px # Select one o...") Tag: Visual edit
- 15:04, 7 July 2026 Setting a Voicemail Greeting on Vested Soft (hist | edit) [2,133 bytes] ERyter (talk | contribs) (Created page with "== Log In to the Mobile App == If you're having trouble logging in, please see our article here. == Record a New Voicemail Greeting == # Tap the '''Menu''' icon (☰) in the upper-left corner of the screen.<blockquote>frameless|469x469px</blockquote> # Tap '''Greetings'''.<blockquote>frameless|469x469px</blockquote> # Tap the '''+''' icon in the upper-right corner to create a...") Tag: Visual edit
- 10:31, 16 June 2026 NOVA Integrations (hist | edit) [357 bytes] ERyter (talk | contribs) (Created page with "This page is part of the Support Center guides. == NOVA Integrations Guides == How to Setup the HubSpot CRM Integrator How to Setup the Microsoft Dynamics 365 Integrator How to Setup the Salesforce CRM Integrator How to Setup the ServiceTitan CRM Integrator How to Setup the Zoho CRM Integrator How to Setup the Zoho Desk Integrator How to Setup the Zapier Integrator")
- 13:25, 12 June 2026 How to Setup the Zapier Integrator (hist | edit) [1,278 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) [3,129 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) [3,144 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
- 11:56, 12 June 2026 How to Setup the Salesforce CRM Integrator (hist | edit) [2,530 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) [2,163 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) [3,059 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) [1,673 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
