Pyramid Healthcare - CRM Phone Overview

Reservations, CRM, EAP



The Pyramid Healthcare CRM Phone App is intended to assist with the CRM Web App

Objective

Manage and Track Client Communications

  • Schedule
    • View the Schedule
    • Create a Scheduled Event
    • Create a History (Actual) Event
  • Contacts
    • View and Create Contacts / People
  • Settings
    • Configuration
    • Import Contacts from Phone
    • Submit logs for analysis
There are 2 environments for each web applicaton: Demo and Live
  • The Demo app is where users can play around and perform training. It is also where new updates are first installed
  • The Live app is where the live data is stored
Logins/Passwords are typically different between the applications and environments

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First Use

The CRM App has a Phone App that is a trimmed version of the Web App

Download & Install the Phone App v1.3 (35)
  • Apple IOS
      Using Safari, click here to download the install file
        Click Install at the prompt
        In iOS 9.1 and lower, go to Settings - General - Profiles - tap on the MOUNTAIN BIRD ENTERPRISES Profile - tap on Trust button
        In iOS 9.2+, go to Settings - General - Device Management - tap on MOUNTAIN BIRD ENTERPRISES Profile - tap on Trust button
    1. Google Android
        Click here to download the install file
          Click OK to download the file
          After downloading, open the downloads or notifications
          In your Download Notifications, click the CRM file to open
          click the Settings button at the bottom of the "Install Blocked" message
          In the Settings - Security page check the Unknown Source box
          Confirm the unknown source message
          Review the permissions and click Install

First Use - Configure & Pull Down the Contacts
  • Enter the URL to the web app after opening the CRM Phone App
      https://sales.pyramidapp.com/Demo
      https://sales.pyramidapp.com/Live
  • Enter your username and password
  • The first page is the Schedule or Calendar page
  • Click the Main Menu link at the top left
  • Click on the Settings link
  • At the bottom of the screen click Synchronization, between General and Support
      Click the link named: Pull Down Contacts
      The download may take a minute or two to process. There should be a synchronized/imported OK message when completed
  • In the Main Menu Contacts you can search by entering first 2-3 letters of a person's last name

Updating the Phone App
  • If a new version of the phone app comes out, use these instructions to update
  • Ensure your contacts are pushed up
      In Settings - Synchronization there should be 0s for pending contacts and calendar events
      If there are pending changes click the "Push Unsaved Work" link
  • Delete/Uninstall the CRM App from your phone
  • Install the updated phone app with the above "Download & Install" steps
  • Log in using the above "First Use" steps
* Do not try to install the new phone app "over the top" of the old phone app

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Login

  • Enter the URL to the web app after opening the CRM Phone App
      https://sales.pyramidapp.com/Demo
      https://sales.pyramidapp.com/Live
  • Enter your username and password
  • Click the login link


There are 2 environments for each web applicaton: Demo and Live
  • The Demo app is where users can play around and perform training. It is also where new updates are first installed
  • The Live app is where the live data is stored
Logins/Passwords are typically different between the applications and environments

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Settings

The first screen in settings is the general page
At the bottom are links to additional pages:Sychronization and Support




The Syncronization page is used for pulling down and pushing up contacts




The Support page is used for submitting logs for analysis when errors are encountered
The phone version number can be found here




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Schedule

The first screen displayed after login is the Schedule
The first left icon is the history calender, and the second icon is the schedule calender
The first right icon is the add event (history or schedule), and the second is for searching
The double arrows will move you back or forward a month
Days that have events will have a dot underneath them, clicking on the day will open to that day




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Contacts

At least 2 letters must be used to search for contacts
On IOS, left swipe a contact for more options
On Android, click and hold down on a contact for more options, a black menu bar will appear at the top




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Reporting Problems

Submitting Logs for Analysis (after an error)
  • Log off the phone app
      Use the Main Menu logoff
  • Log back in
  • Turn on Advanced logging
      Go into Settings
      Go into Support (on the bottom of the screen)
      Click on Logging Level
      Change to Debug
  • Use the phone app like you were before
  • After a couple errors or strange behavior, submit your log files
      Go into Settings
      Go into Support
      Click Submit logs to server (to the right of mail)
      Click on Submit DB to server (to the right of mail)


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