Lesson Three: Using your Mobile App

     In this article we will introduce you to your Tresta mobile app and show you some options on how you can configure your app to your personal preferences. The Tresta mobile app is available for IOS and Android devices and can be downloaded from the Apple app store or Google Play.

     For many of our customers, the mobile app is the most frequent way they interact with Tresta.  Within the app you can do things like make calls through your Tresta phone system without exposing your personal cell phone number, check your voicemail and recordings, and view your calling history.  If your business has multiple numbers, the Caller ID control makes it easy to select which phone number you want to dial out from, and Tresta automatically syncs with your contacts to make it easy for you to stay connected. 

     To place an outbound call from your business phone number, click on the “phone” option at the bottom of the app.  If you have multiple business phone numbers associated with Tresta, you can pick which one will show up to the person you are calling as your caller ID by selecting it from the drop down at the top of the screen.  You can manually enter a phone number or search for contacts and users in the gray bar. When you are ready, hit Call.  Tresta will first make a call to your business phone number, and then will bridge that call to the person you are dialing.  This is to ensure that your business phone number shows up as the Caller ID and not your personal cell phone number.  A note for Iphone users – your phone will show the business phone number as the number dialed due to the way their operating system works, but rest assured Tresta will connect your call to the person you are dialing without you needing to do anything special.

     You can also initiate a call by clicking on a caller’s phone number from any of the other screens, such as your Call History, your recordings and your voicemail screens.  The Call History screen will show you all the calls you have received or placed regardless of what device you used for the specific call. You can easily filter to see your answered, missed or outbound calls by selecting from the options at the top of the screen. 

     You may also notice that if you have any new voicemails, recordings or missed calls, your app will show a count next to the appropriate menu option to alert you to the new items.  If you minimize your app, you will also see a count on the icon for the Tresta app.  This count is called a “badge count” and it’s an easy way for you to know if you have new missed calls, recordings or voicemails without having to open the app.  You can customize how your app displays this count.  From within the app, click on your User profile in the upper right-hand corner and select “notifications”.  You can tell Tresta what types of items to include in your badge counts by turning them on or off individually.  For example, if you don’t want to be alerted to new call recordings, and only want Tresta to show you a count of the new missed calls and new voicemail messages, simply turn off the badge count setting for Call Recordings. 

     You will also notice an option for push notifications.  When a new message, recording or call is missed, Tresta will send a notification to your phone that typically appears on your home screen. It’s an additional way to alert you to a new item.  If you don’t want to receive push notifications, simply turn them off on this screen.

     A special note for Iphone users – if you’d like to use enhanced Caller ID, which will show you both the phone number that your caller dialed and the phone number they are calling from, you will need to take a moment to turn this feature on in your Settings menu.  Tresta includes directions for this in your User profile menu, and they are also included in this help file article for future reference.

     Now that you understand your mobile app, we encourage you to take a look at our next article in the Getting Started series so that you can learn about subscriptions.  Click on the link below to read your next article.

Lesson Four - Understanding subscriptions

 

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