What is the Caller ID Functionality for iOS?
The Caller ID functionality for iOS in Sage Sales Management allows you to identify who is calling directly from your device, without the need to install additional applications. When you receive a call, the system displays the caller’s name if the number matches a contact stored in Sage Sales Management
Key Benefits
Automation and Precision
Instant Identification
Recognise incoming calls from your Sage Sales Management contacts immediately, helping you respond faster and with more context.
Ease of Use
Direct Integration: The feature is available through the configuration section of the Sage Sales Management app and does not require additional software.
Compatibility: Specifically designed for iOS devices, it works on devices running iOS 14 or later.
Configuration
Setting up Caller ID for iOS is quick and intuitive. Follow these steps to activate it on your device:
Open the Sage Sales Management app and go to the More (⋯) tab.
Select Settings from the list.
In the Settings menu, tap Phone calls identification.
Press Go to device Settings. This will redirect you to the iPhone’s configuration screen.
In your iPhone settings, go to Phone > Call Blocking & Identification and enable Sage Sales Mgt.
This allows the app to identify calls from contacts stored in Sage Sales Management.Return to the app and confirm the activation. You’ll see a confirmation message indicating that your Sage Sales Management contacts will be identified when you receive or make a phone call.
Make sure the Contacts Identification switch is turned on to complete the setup.
This feature only identifies incoming calls from contacts already saved in Sage Sales Management.