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      JobAdder

      This article explains how the JobAdder integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:

      How to connect the JobAdder integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search and select JobAdder.
      4. Sign in with your JobAdder username and password.
      5. Grant VXT access to your JobAdder data.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the JobAdder tab to indicate that the connection was successfully established. VXT will then download your contacts from JobAdder and sync them.

      How to find saved call notes and SMS

      1. Go to the Phone page.
      2. Select your conversation thread with another contact.
      3. Click the link, ‘JobAdder contact,’ under the contact’s name at the top of your screen.
      4. Ensure to sign in with your JobAdder email address and password.

      There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.

      How to disconnect JobAdder

      1. Go to Settings.
      2. Find Integrations.
      3. Locate the JobAdder tab (Edit settings)
      4. Click the ‘Other’ tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.