Tracker RMS

Linking Tracker RMS lets Connect search its contacts and name callers who match one of them.

Using standalone Sidekick? The contact search, caller ID and call logging described here need Connect. In Sidekick, Tracker RMS only receives your call transcripts and meeting notes, and you link it from Sidekick's Apps screen. See Linking apps in Sidekick.

Linking Connect to Tracker RMS

1. In Connect, click Apps.

2. Click Connect Tracker RMS.

3. Enter your Tracker RMS login details on the page you land on and click Sign in.

4. You'll come back to Connect with Tracker RMS linked.

Caller ID depends on your phone numbers being stored consistently in Tracker RMS. See CRM screen popping for the number format setting.

Sidekick transcriptions

If you use Sidekick, Connect adds the transcript to Tracker RMS once a call has been transcribed. It finds your Tracker RMS contact from the caller's number and creates an activity titled Transcription of call with the contact's name and the number, containing the transcript and, when there are any, the meeting notes.

If the call was already logged as an activity, the transcript and meeting notes are added to that activity instead, once the summary is ready. A call whose number doesn't match a Tracker RMS contact isn't filed.