VoltCRM

Support

VoltCRM web and mobile apps

Getting an account

VoltCRM is a business tool. Accounts are created by your organization's administrator — there is no public sign-up, and the mobile app cannot be used without a workspace to sign in to.

If you need access, ask your administrator to invite you. You will receive an email with a link to set your password. If you never received it, check your spam folder first, then ask them to send it again.

Signing in

Use the same email address and password as the VoltCRM web app. If you have forgotten your password, use the password reset link on the web app rather than the mobile app.

If sign-in fails with a message about your account being inactive, your administrator has suspended or removed it. We cannot restore access on their behalf — contact them directly.

Calls

Calls are not ringing

Incoming calls arrive as a notification, so the app needs permission to send them. Check, in order:

• Notifications are allowed for VoltCRM in your device settings. Without this the app cannot ring at all.
• Do Not Disturb or a Focus mode is off, or VoltCRM is allowed through it.
• On Android, full-screen intent is granted. Open Settings, find VoltCRM, and allow it to display full-screen notifications. This permission is reset every time the app updates, so if calls stopped ringing shortly after an update, check this first.
• You are signed in. Calls ring on the device you are currently signed in on.

I can hear them but they cannot hear me

Microphone access is off. Allow it for VoltCRM in your device settings, then place a test call.

Calls ring but the screen does not appear when locked

On Android this is the full-screen intent permission above. On iOS, make sure VoltCRM is allowed to show notifications on the lock screen.

Messages

Texts, WhatsApp messages and email appear in a single thread for each customer. If a message you sent from the web app is missing on your phone, pull down to refresh the conversation.

Messages are sent from your organization's business number, not your personal one. If a customer says they received a message from an unexpected number, tell your administrator — the number is configured per location.

Updates

The app updates itself in the background. Most improvements arrive without anything to install; reopening the app applies them. Larger changes arrive through the App Store or Google Play as normal.

Reporting a problem

So we can act on a report rather than reproduce it blind, please include:

• What you were doing, what you expected, and what happened instead
• Your device and operating system version
• Roughly when it happened, and the customer or conversation involved if relevant
• For a call problem: whether the phone was locked, and whether the app was open at the time

That last point matters more than it sounds — a call that fails while the phone is locked and one that fails while the app is open are different faults, and knowing which saves a day of guessing.