NOWCERTS INTEGRATION

Intulse's NowCerts integration merges your phone system with your NowCerts account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within NowCerts and return any records that match that phone number.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your NowCerts records. You can click on the caller’s name to open their records within NowCerts. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

You will be able to start calls to NowCerts contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

Furthermore, if you have the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside NowCerts by simply clicking on a phone number.

To experience the integration between Intulse and NowCerts, you will need to use the Intulse App.

CONNECTING NOWCERTS TO THE INTULSE APP

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

System Administrators

1. Open the Intulse App and select the More menu tab.
2. Select NowCerts from the More menu.
3. Enter your NowCerts Username and Password.
4. Optionally, you can Enable automatic call logging. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
5. Use the drop-down list to select users who should be excluded from automatic call logging.
6. Click the Save button to save your changes.
   • After saving, the Authentication Status will indicate if the connection between Intulse and NowCerts was able to be setup using the login information you provided.

For more information about NowCerts, check out their website!