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General information
Introduction to Phonexa's powerful tracking solutions
69 articles in this collection
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Support At Phonexa
Phonexa macOS app
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Updated over a week ago
Phonexa mobile app
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Updated over a week ago
System Customization
Mandatory Two-Factor Authentication
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Support At Phonexa
Updated over a week ago
Global Dashboard
Review the performance of all Phonexa components via Global Dashboard. Switch between all tools with ease using a single dashboard.
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Support At Phonexa
Updated over a week ago
Alternative domains
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Support At Phonexa
Updated over a week ago
Product Builder
Create custom products with Product Builder. Walk through our step-by-step guide on how to add and configure your products.
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Support At Phonexa
Updated over a week ago
Event schedule integration
Take advantage of event schedule integration. Phonexa offers custom PHP integrations that can be used to display events on your platform.
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Support At Phonexa
Updated over a week ago
CCPA
The CCPA feature allows you to add an unsubscribe link with additional keys (not mandatory) to your JS Form.
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Support At Phonexa
Updated over a week ago
API Access
Change existing API keys or add new ones with API Access. Get detailed documentation and access to your API keys.
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Support At Phonexa
Updated over a week ago
Event Schedule
Event schedule makes editing and reviewing your meeting and event details simple. Change existing events or add new ones with a few clicks.
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Support At Phonexa
Updated over a week ago
How to activate the product?
Learn how to activate the product at Phonexa dashboard. This guide has simple step-by-step instructions on how to configure new products.
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Support At Phonexa
Updated over a week ago
"Contact Us" page
As an affiliate, you can add an email relay to your LMS SYNC. Add a simple and effective "Contact Us" page following our guide.
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Support At Phonexa
Updated over a week ago
White Label
Here’s everything you need to know about the White Label feature for LMS Sync or Call Logic and high-class DDoS protection service.
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Support At Phonexa
Updated over a week ago
Security Audit Page
Concerned about the safety of your account? Check our recommendations in this quick guide to the security audit page.
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Support At Phonexa
Updated over a week ago
Appearance Customization
Looking to customize the system appearance? Here’s what you need to know about appearance customization available in your Project Settings.
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Support At Phonexa
Updated over a week ago
Public documents
Wondering if you can store legal documents in the Phonexa system? Check our quick guide to Public documents for detailed instructions.
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Support At Phonexa
Updated over a week ago
Employee Registration using Documents
Looking to set up or receive Documents from the system? Check our quick guide to employee registration using Documents.
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Support At Phonexa
Updated over a week ago
Custom Menu Section
Wondering how you can create a custom menu section and add it to the main menu? Check our quick guide for detailed instructions.
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Support At Phonexa
Updated over a week ago
Comment Groups
Wondering how you can enable specific user groups to see comments? Check our quick guide to the Comment Groups section.
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Support At Phonexa
Updated over a week ago
Reporting Discrepancies Explained
Phonexa users now have the most common reporting discrepancies explained. Check this article for more information.
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Support At Phonexa
Updated over a week ago
How to set up a default product for the reports
Wondering if you can prioritize any of the products? Find out how to set up a default product for the reports in a few steps.
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Support At Phonexa
Updated over a week ago
Support
Menu Search Field
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Support At Phonexa
Updated over a week ago
How to Enable Remote Support
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Support At Phonexa
Updated over a week ago
Request New Integration
Wondering if you can submit an integration request for a specific Buyer? Check our short guide and learn how to request new integration.
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Support At Phonexa
Updated over a week ago
System Updates
Wondering how to keep abreast of all the system updates? Check our detailed guide and learn how you can find all the relevant information.
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Support At Phonexa
Updated over a week ago
Management
Looking for a way to assign tickets to specific departments? Check our guide to the Management section for detailed instructions.
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Support At Phonexa
Updated over a week ago
Tickets
Here is how you can use the Tickets section to find, view, download or edit the status of any ticket in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Leads Test
Looking to test your leads? Check our quick guide and learn how to successfully run a leads test in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Tickets with Phonexa
Wondering if you can view the communication with Phonexa’s support? Check our quick guide to the Tickets with Phonexa section.
Written by
Support At Phonexa
Updated over a week ago
How to use the Phonexa support chatbox
Looking to contact Phonexa’s support team instantly? Check this short guide and learn how to use the Phonexa support chatbox.
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Support At Phonexa
Updated over a week ago
Users
Opt-Intel System Roles Permissions
Wondering what are system roles? Here is everything you need to know about the levels of access in the Phonexa system.
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Support At Phonexa
Updated over a week ago
How to Create a New User
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Support At Phonexa
Updated over a week ago
E-Delivery System Roles Permissions
Wondering what are system roles in E-Delivery? Here is everything you need to know about the levels of access in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Sub-user Account
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Support At Phonexa
Updated over a week ago
Lynx System Roles Permissions
Wondering what are system roles? Here is everything you need to know about the levels of access in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Lynx affiliate registration as a publisher
Register as an LMS or Call Logic publisher within the Phonexa network. A step-by-step guide on LYNX affiliate registration as a publisher.
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Support At Phonexa
Updated over a week ago
Publisher registration as a Lynx affiliate
Publisher registration as a LYNX affiliate and everything related to it. Enroll in the Phonexa LYNX program within minutes.
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Support At Phonexa
Updated over a week ago
Support System Role
Looking to assign a Support Role to a user? Check our quick guide and find out everything there is to know about the Support System Role.
Written by
Support At Phonexa
Updated over a week ago
Registration page for publishers
Check these detailed guidelines on how to create custom forms and display the documents on the registration page for publishers.
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Support At Phonexa
Updated over a week ago
How to set up a default Publisher
Looking to assign the default Publisher? Find out how to set up a default Publisher in the Phonexa system in three easy steps.
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Support At Phonexa
Updated over a week ago
LMS\Call Logic System Roles Permissions
Wondering what are system roles? Here is everything you need to know about the levels of access in the Phonexa system.
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Support At Phonexa
Updated over a week ago
How to update your Phone Number and Email configurations
Check these detailed instructions on how to update your Phone Number and Email configurations in the Phonexa system.
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Support At Phonexa
Updated over a week ago
How to set up a new Buyer
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Support At Phonexa
Updated over a week ago
How to Set Up Two-Factor Authentication
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Support At Phonexa
Updated over a week ago
Change Password in the Profile
Wondering how you can change password in the profile section? Check this short guide for detailed instructions.
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Support At Phonexa
Updated over a week ago
How to create a new Publisher
Looking to register a new Publisher? Check our quick guide on how to create a new Publisher in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Owner Instance Password Recovery and Backup Login Methods
Wondering how to receive the new password? Check this detailed guide to Owner Instance Password Recovery and Backup Login Methods.
Written by
Support At Phonexa
Updated over a week ago
Reset password
Forgot your password? Check this step-by-step instruction on how you can reset password in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Reset Password with Two-Factor Authentication
Looking to reset the system password for your employees? Check our short guide on how to reset password with Two-Factor Authentication.
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Support At Phonexa
Updated over a week ago
New User Registration on the Instance
Check our quick guide on how to successfully navigate the system and manage new user registration on the instance.
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Support At Phonexa
Updated over a week ago
Change Password Under Admin Role
Wondering if you can change passwords for other users of the system? Here’s a quick guide on how to change password under the admin role.
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Support At Phonexa
Updated over a week ago
Team
Here’s everything you need to know about using the Team section to create employee lists and manage information about the team members.
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Support At Phonexa
Updated over a week ago
How to Create a Publisher Agent
Looking to assign a Publisher Agent role? Check these detailed instructions on how to create a Publisher Agent role in the Phonexa system.
Written by
Support At Phonexa
Updated over a week ago
How To Manage Agent Settings
Check this step-by-step instruction on how to manage Agent Settings and learn how to successfully view or edit settings in the systems.
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Support At Phonexa
Updated over a week ago
How To Set Up the Primary Cell Phone Number
Is there a simple way to add or manage your primary phone number? Find out in our guide on how to set up the Primary Cell Phone Number.
Written by
Support At Phonexa
Updated over a week ago
Trusted IP List
Learn how you can add new IP addresses to the Trusted IP List and manage them effortlessly in our short guide.
Written by
Support At Phonexa
Updated over a week ago
General Terms
Campaign
What is a Campaign and why do you need to create one? Here is everything you need to know about campaign types in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Publisher
What is the role of a Publisher in the Phonexa system? Check our short guide and find out everything there is to know about Publishers.
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Support At Phonexa
Updated over a week ago
Post
What is Post and why do you need it? Here is everything you need to know about Post types in the Phonexa system.
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Support At Phonexa
Updated over a week ago
Buyer
What is the role of a Buyer in the Phonexa system? Find out everything there is to know about Buyers registered in the system.
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Support At Phonexa
Updated over a week ago
Ping Tree
What is a ping tree? Here’s everything you need to know about Phonexa’s ping tree and ping tree types LMS Sync and Call Logic support.
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Support At Phonexa
Updated over a week ago
Form
What is a form and how is it used by Publishers? Here is everything you need to know about the role of forms in the system.
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Support At Phonexa
Updated over a week ago
Lead
What is a Lead and how is it used in the system? Check this short guide and find out about the role of Leads in the Phonexa system.
Written by
Support At Phonexa
Updated over a week ago
Project Customization
Component Access Settings
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Support At Phonexa
Updated over a week ago
Project Setup: Lynx
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Support At Phonexa
Updated over a week ago
Product Access Settings
Wondering how to manage product access settings and assign specific roles? Check our short guide for more information.
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Support At Phonexa
Updated over a week ago
Product Customization
Product Setup: Disposition Statuses
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Support At Phonexa
Updated over a week ago
Product Setup: Product Configuration
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Support At Phonexa
Updated over a week ago
Product Setup: Advanced Settings
Manage your settings and add features to your products. This page will guide you through product configuration and advanced settings.
Written by
Support At Phonexa
Updated over a week ago