VIRTUOUS INTEGRATION

Intulse's Virtuous integration merges your phone system with your Virtuous 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 Virtuous and return any records that match.

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 Virtuous records. You can click on the caller’s name to open their records within Virtuous. 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.

You will be able to start calls to Virtuous contacts directly from within the Intulse App by simply searching for a contact's 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 Virtuous by simply clicking on a phone number.

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

CONNECTING VIRTUOUS 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 Virtuous from the More menu.
3. Enter your individual Virtuous username and password.
4. You can choose to 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. Text message logging is turned off by default. Checking this box will enable automatic text logging and text message logs will be attached to any client in Virtuous where the phone number is matched.
6. Use the drop-down list to select users who should be excluded from automatic call logging.
7. Click the Save button to save your settings.

All Users

1. Open the Intulse App and select the More menu tab.
2. Select Virtuous from the menu options.
3. Enter your Virtuous Username and Password.
4. Click the Save button to authenticate your integration.

For more information about Virtuous, check out their website!