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• How to use the calendar preview in the mobile application?
  1. View of Scheduled Activities Default view: When accessing the "CALENDAR" tab, the activities of the logged-in user for the current day are displayed. Colors in the calendar: Turquoise ...
• How to manage service requests using the voxCRM mobile application?
  1. Service Requests ViewWhen accessing the "Service Requests" tab: A list of requests organized by day is displayed. Each request can be clicked to view its details. 2. ...
• How to use the call logging feature in the mobile application?
  How the feature works:The VoxCRM system automatically logs incoming and outgoing phone calls if: The call lasted at least 10 seconds. The call type is outgoing or ...
• How to get started with voxCRM?
  The voxCRM program operates through a web browser and is extremely easy to use. We recommend using Google Chrome, but you can also work with ...
• How to manage your user account settings?
  To change details such as your password or email signature, click on your name in the top-right corner of the screen. Then, select the gear ...
• How to use the property search in voxCRM?
  The property search tool, available in the "Search" tab of the voxCRM system, is designed for intuitive use. To find the desired properties, simply select ...
• How to customize the order of tabs?
  In the voxCRM system, you can change the order of tabs in the navigation bar to match your personal preferences. Follow the steps below to ...
• How to use the top search bar?
  The top search bar in the voxCRM system is designed to provide quick and easy access to information about customers, leads, and related data. Below ...
• How to change your password in voxCRM?
  In the voxCRM system, users can change their access password independently. Resetting a password without logging in If you cannot log in, follow these steps: On the login ...
• How to connect website leads to voxCRM?
  The simplest way to connect new leads (inquiries) from a website to the voxCRM system is to send a copy of the email (e.g. as ...
• How to connect a website to voxCRM
  The voxCRM system provides a public XML API (with a JSON option), thanks to which a website can retrieve up-to-date data about investments, available units ...