Tracker RMS

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

Linking Connect to Tracker RMS

1. In Connect, click Apps.

The Apps item in the Connect left-hand menu

2. Click Connect Tracker RMS.

The Connect Tracker RMS button on the Apps screen

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

The Tracker RMS sign-in page

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

Connect showing Tracker RMS as linked

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