Each of your VGIS productivity tools is available in the Vonage Mobile App once you are assigned a license by your Administrator.
Supported productivity Tools include Salesforce, Google, MS Office, Bullhorn, and Sugar.
VGIS Administrators: To manage your users and integration settings account-wide, see the Config Portal. To add new productivity tools, see VGIS Setup.
Access Your Productivity Tools
| Sign In |
- Open the Vonage Mobile App, then go to your Apps Center.
| iOS | Tap Avatar (initials or image top right) and then App Center.
Your view defaults to My Apps. | | Android | Tap the Apps icon (bottom right); the App Center is displayed.
Your view defaults to My Apps. |
- Tap your productivity tool, then enter your credentials for the integration.
- Close the window once you are signed in and authorized; you are returned to home for the Vonage Mobile App interface.
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Sign Out /
Unlink CRM Profile |
- Go to your Apps Center.
| iOS | Tap Avatar (initials or image top left) and then App Center.
Your view defaults to My Apps. | | Android | Tap the Apps icon (bottom right); the App Center is displayed.
Your view defaults to My Apps. |
- Tap the icon next to your productivity tool, then click Unlink CRM Profile.
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Manage Calls, Contacts, and Activities
Make and Receive Calls
Describes how to place a call, answer/decline a call, and use active call options.
| Make a Call |
| Call |
| If... | Then... | | Quick Access |
| iOS / iPadOS | Tap the Telephone icon (top right). | | Android | Tap the Plus (+) icon (bottom right). |
| Keypad
| Dial the phone number and then tap the Telephone icon. | Contact
| Tap a contact and then tap the Telephone icon. |
| | In-Call Options |
| Microphone | Tap to mute or unmute the call. | | Keypad | Tap to enter a command on the dial pad. | | Speaker | Change audio source from a speaker, or Bluetooth headset. | | Phone + | Add a caller to your existing conversation. | | Hold | Tap to pause the conversation. | | Transfer | Transfer the call. | | End Call | Hang up the call. |
For more details on these options, see the Vonage Mobile App. |
|
Answer Call /
Decline Call |
- Tap Answer to talk.
- Tap Decline to forward to voicemail.
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Manage Contacts
An automatic contact sync occurs nightly (around Midnight EST).
- Tap your Avatar (top left) and then App Center.
- Tap the Contacts icon (bottom right).
- Tap your Integration, then enter the contact name in the Search field.
NOTE: A minimum of 3 characters is required however, enter more characters or the full name if multiple entries are returned.
Manage Activities
Create /
Update Activity |
| General Tips |
- If a Search icon is visible for a field, it collects Salesforce objects and allows you to select a value.
- Custom layouts are available at the bottom of the screen.
- Use the plus sign (+) at the end of a field to add an object of that type (for example, Contact).
| | Active Call |
- Pull up the My Apps slider and select your app.
- Select the object type and tap Add.
- Click Create or Update as applicable.
| Calls
(Call History) |
- Tap Calls and select a call to view.
- Click on your productivity tool under Apps.
- Modify activity as needed.
- Click Create or Update as applicable.
| | App Home |
- Tap your profile picture on the top left to access the menu, then select the App Center icon.
- Go to My Apps tab and select the icon for your productivity tool
- Use options (top) to filter by activity type and time.
- Tap the activity to modify.
- Click Update to save your changes.
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| Apply Custom Layouts | Tablets and phones can have limited screen space for input fields. VGIS Administrators can apply custom layouts to manage the fields that appear.
To access custom layouts:
- Open the Activity window from the In-Call, Call History, or App Home screen.
- Click Layout (next to Create / Update) if available.
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Troubleshoot Issues
| I do not see available apps to select within VBC Mobile | Contact your Administrator. |
| Cannot Sign In |
- Ensure you used the correct credentials, especially if your attempt was for Zendesk, MS Dynamics, ConnectWise, Zoho, or NetSuite.
- Contact your Administrator to confirm you are licensed and set up correctly if unsuccessful.
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| The page does not refresh after I sign in | If you do not see the page in the Vonage Mobile App refresh after you sign in, navigate to a different option, and then return to the phone call details. This allows you to see the integration and related activities. |
| There is not enough room on to update activities | Some integrations may display too many objects/fields for the screen size. To resolve:
- Use objects that are optimized for mobile data entry and custom layouts implemented by your Administrator.
- Use a tablet or a phone with a larger screen. The interface works well with the latest iPhone and Android devices.
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