General Information and Features
Cloud Storage
This feature only impacts users who are subscribed to a Way Better or Enterprise license. What is Call Connector's Cloud Storage Feature? Call Connector automatically stores your call recordings and transcripts in your connected cloud storage ...
What is Call Connector?
Call Connector is an automated telephony integration service that logs all voice calls and SMS messages from your VoIP system directly into your Customer Relationship Management or Practice Management software (including, but not limited to, Clio ...
Migration to Call Connector v2
Call Connector v2 is Here We've launched an upgraded version of Call Connector with powerful new features and capabilities. Call Connector v2 represents a significant enhancement to our telephony integration platform. Migration to v2 We're migrating ...
Contact Matching
How Call Connector Matches Calls to Contacts When you make a call, send a text, or receive a fax, Call Connector will attempt to match the external phone number from the telephony event to a contact in your connected Customer Relationship Management ...
Matter Association
Call Connector will associate a telephony event log with a matter if all of the following are true: The Matter Association option is enabled in ion8 Connect (it is enabled by default) The target system supports matter association (for example, ...
Automatic Matter Creation
Call Connector will attempt to create a new matter record in your connected Case Management System (CMS) if all of the following are true: Call Connector has found or created a contact for the associated telephony event The Matter Association option ...
Automatic Contact Creation
When will Call Connector create a new contact? Call Connector will automatically create new contacts in your connected CMS or CRM systems if it does not find a contact match based on the phone number from the call (or email, if the event was a ...