Introduction

VIP Mobile is a mobile app that you log into using your iPhone or Android device, and functions as a Crexendo phone.  This app has all the features of a regular Crexendo desk phone and allows you to:

• Make and receive internal office calls as if you were at a desk phone.
• Transfer both internal and external calls.
• Internal and external (SMS) texting.
• View the company directory.
• Access your voicemails.

This guide gives guidance on how to login and operate the VIP Mobile App.

For a video demonstration:

To use the VIP Mobile App, the following requirements must be met:

• You have an operational Android or iOS based mobile device and have downloaded VIP Mobile from your app store.
• You have been given access to VIP Mobile in the Crexendo phone system.
• You have a VIP username and password (the same credentials as when you login to the VIP Portal.)

If this is not the case, please contact Crexendo Customer support for help:

• Phone: (855) 211-2255
• Email: support@crexendo.com

Logging Into Your VIP Mobile App

After downloading and installing VIP Mobile from your app store, you will be able to launch the app and sign in by either using your VIP username and password or Single Sign-On.  

NOTE: If you're using VIP Group Messaging, you must continue logging in with your VIP Portal credentials. This is required to support secure authentication for that service.

VIP Credentials

From the login screen, enter your username (extension@domain) and your password.

Single Sign-On

You will need to complete a one-time SSO setup through the VIP Web Portal before signing in via Google or Microsoft. 

If you prefer to use your Microsoft or Google credentials to login to the mobile app and VIP Portal, please see the following guides based on which credentials you will be using:

• Sign in with Google: https://support.crexendo.com/hc/en-us/articles/10016887033495-VIP-Single-Sign-On-GSuite-Google
• Sign in with Office 365: https://support.crexendo.com/hc/en-us/articles/10121000585623-VIP-Single-Sign-On-Office-365

Making a Call

There are a few ways to initiate a phone call:

• Through Contacts:  Scroll through your contacts, click the desired entry, and click the “Call button” (phone icon).
• Through Call History:  Scroll through the entries and click the desired entry to return the call.
• Through Voicemail:  If you wish to call someone who has left you a voice mail, click the “Call button” (phone icon) that appears on the voicemail entry.
• Manual Entry:  Click the “Keypad” option and enter the number you wish to dial.

Options During a Call

While a call is in progress, a card is placed on the grid, and you have all the usual options open to you.  

1. Home/Back to Phone: keeps the call active but, allows you to access the other areas of the mobile app.
2. Mute: this option mutes your microphone so the caller cannot hear you. You will still be able to hear the caller speaking.
3. Speaker: enables you to use the speaker phone option of the mobile app.
4. Camera Options: this option allows you to use your camera function for video calls with other internal users with video capabilities.
5. Keypad: reveals a dial pad to make selections. Select “X” to go back to the in-call options.
6. Hold: places the caller on hold. Select the “Hold” button again to resume the call.
7. Record: allows you to record all or part of the conversation which is accessed from your phone’s local storage. Any call recordings set by the domain can be accessed by the administrator from the VIP Portal.
8. Transfer: this option transfers the call directly to the number or contact you choose. To perform this action:
   1. Select “Transfer.”
   2. Dial the number or extension you would like to transfer the call to and press the green call button to complete the transfer.

c. If you would like to transfer the call to one of your contacts, select “Transfer” and choose “Contacts.” Navigate to the contact you would like to transfer the call to and select the phone icon to complete the transfer.

9. Add Call: allows you to bring in another caller for a conference or three-way call.
   • Select “Add call” which will place the first caller on hold.
   • Choose the number to add to the call from your contacts or dial a new number.
   • Once you have the second caller on the phone, select “Join Calls” to activate the conference call.
10. Attended Transfer: this transfer option allows you to speak with the person you want to transfer the call to before transferring the call.
    • Select “Attended Transfer.” (This may appear as “Atten...ansfer.”) This action will place the caller on hold.
    • Dial the number, extension, or choose “Contacts” to dial the number of the person you would like to transfer the call to. 
    • Once you speak to the person and they accept the transfer, select “Transfer” to connect the caller to the person they would like to speak to.
    • Select “Cancel” to return to the original caller.

11. End Call: ends the current call.

A Quick Tour

VIP Mobile Navigation Bar

As shown above, the Navigation Bar has icons which you can tap to access the different areas of the app:

• Quick Dial:  Indicated by the “Star” icon, this is a fully customizable speed dial list.
• Messages:  Indicated by the “Chat Bubble” icon, this is where all text messages and internal conversations are conducted. This is NOT where voicemails are checked.
• Keypad:  Indicated by the “Cloud” icon, simply tap in the digits you need to dial internal extensions or external numbers.
• Contacts:  Indicated by the “Person” icon, this displays your smartphone’s contact list (if granted in your phone’s settings) as well as a full listing of your internal company directory.
• VIP Menu:  Also indicated by the “Three Lines” icon, this area gives you access to other Crexendo features including Move Call, Visual Voicemail, Call Park, Call History, and User Settings.

NOTE: You may have other options based on your account.

Quick Dial

Your favorite contacts can be added from your internal company directory, your cell phone contact list, or be manually entered.  You can see if your colleagues are talking on the phone or if they're even online at all.  You can search, sort, and filter this list.  Pull the screen down and hold to display contacts as a grid or list format (shown below). 

Messages

As stated earlier, the Messages section is where all text messages and internal conversations are conducted.  Conversations started here carry over onto our other VIP products such as the VIP Web Phone and VIP Portal. Other valuable features that can be configured are:

• One-on-one and group SMS/MMS
• Switch between multiple SMS numbers assigned to your account
• Send/receive from shared SMS numbers (set up via MAMT/Support)
• Smart contact identification using your VIP/NS contact list and local address book
• Enhanced “New Message” with secure search of VIP contacts
• Add, edit, or call contacts directly from Messages (VIP User Contacts)
• Send media: Images (png, jpg, gif), audio (mp3), emojis, and doc, docx, xls, xlsx, txt, PDFs
• Messages from shared numbers are fully accessible to all assigned users, though only the number owner can delete them.

NOTE: The VIP Mobile App will only show your Crexendo VIP contacts and NOT your personal cell phone’s contact list unless you allow it. Names displayed in your messages are attempted based on your company contacts and local address book of allowed contacts.

Keypad

This area is where you make all your internal and external calls.

If you have new voicemails waiting, a voicemail button will appear on this screen.  Tapping this button will call the Voicemail audio menu system, or you can access the voicemail through the “Visual Voicemail” option in the “VIP Menu.”

After the other party picks up the call, this screen will change to the “On-Call” screen. See below to explore options when you are on a call.

Above the Navigation Bar (top right) is the “Options” button, indicated by the “Three Lines” icon (Android) or GEAR icon (iPhone), where you can change the app settings.

Contacts

This area includes access to your smartphone’s contact list (if granted), and a full listing of your internal company directory. It is easy to switch between the two directories (see below).  Tap the magnifying glass icon to search your contacts.

VIPMenu

Tapping here will give you access to additional Crexendo features that you see below.

Visual Voicemail

This area enables you to listen to and manage your voicemails visually.  This screen does not call the audio voicemail system.  You will be able to read your voicemails if the transcription function enabled.

Call History

The call history section shows any business calls placed, received, or missed that are sent to your extension. 

Note: Your personal cellular number’s call history will NOT be shown here.

Tap the magnifying glass icon (upper right) to search your call history.  To save space, multiple calls to/from the same user are added into one line and can be viewed individually by tapping on the icon to the right.

User Settings

The User Settings section allows you to make the following changes:

• Outbound Numbers: if you have access to multiple phone numbers, you can adjust what your caller ID number shows including your SMS number if configured.
• Enable/Disable Quick Dials: this will create or disable your favorites list in the Quick Dial section.
• Answering Rules: you can change your active answering rules that have been configured in the VIP Portal.
• Voicemail Settings: allows you to customize your voicemail settings in the following ways:
  • Sorting Options
  • Record a new voicemail greeting
  • Choose your active voicemail greeting if you have created more than one
  • Voicemail to email settings to receive your voicemail in your default email inbox
  • Enable/Disable Voicemail transcription