iOS Best Practices

Dialpad’s cloud phone system works in real-time across all your devices to ensure you’re connected for voice, video, and messaging.

Here are five best practices to help you get the most out of the iOS app.

Tip

Keep your app updated to access the latest features and improvements.

iOS basics

Dialpad's iOS app is very similar to the desktop app that you know and love.

Your first view is your Recent conversations which include:

• Recent calls (includes placed, received, and missed)

• Recent messages (includes faxes)

You’ll also see icons for your Inbox, Contacts, and Departments (if you’ve been assigned as an Operator). If you have unread notifications, you’ll see the badge count appear on your Recent or Department icon.

Select the + icon to pull up your quick action menu that includes:

• Add Contact

• New Message

• New Call

Lastly, select your profile photo to pull up your iOS profile and setting options, including:

• Do Not Disturb

• Custom Status

• Outbound ID

• Notification settings

• HD calling settings

Managing contacts 

When you receive a call or message from a new contact, the iOS app prompts you to:

• Add the number as a new contact

• Add the number to an existing contact

• Mark the number as spam/block the number

For new or recently edited contacts, Dialpad automatically syncs across your devices so the next time you search for that name, you’ll have the contact (and any connected integrations) right where you need it.

Favorite contacts

You can create favorite contacts for those you communicate with the most, allowing you to find their conversions more easily.

To create a favorite contact:

1. Select the contact to view the conversation thread

2. Select View Profile

3. On their profile page, select the star

4. Select Done

Favorited contacts appear at the top of your Recent list.

For spam and call blocking, you have the option to:

• Block and allow voicemails

• Mark as spam

• Block all communications

Check your voicemails 

Just like your desktop app, voicemails are stored in your Inbox.

Select a voicemail to display options that include:

• Play audio

• Reply

• Call back

• Delete

And if you’re on the PRO or ENT Dialpad Connect plan, you’ll automatically see your voicemail transcription right below the audio playback options.

Adjust your caller ID

Dialpad gives you options to adjust both your inbound caller ID as well as your outbound. Let’s take a quick look at both.

Inbound Caller ID

Before following these steps, make sure you’re logged into your Dialpad account.

1. On your Profile, select Your Devices

2. Select Advanced Options

3. In the menu, select how you want inbound calls to appear on your device

4. Select Save Changes

Outbound Caller ID

1. On the iOS app, select New Call from the + menu or long-press the phone icon wherever it displays

2. Select the drop-down arrow next to your name to display all caller ID options

Setting your caller ID here will only apply to that specific call. To change your caller ID globally (meaning for all calls), navigate to your iOS profile and then Outbound Caller ID.

Keep in mind that this will apply to all of your Dialpad calls, even if you place them on another device (ex: laptop or desk phone).

Note

When making an outbound Dialpad call from a non-Dialpad application (iPhone Recents call list, Salesforce link, etc.), the caller ID that is displayed is based on the default option set in your Dialpad profile.

Your iOS settings

Just like your desktop app, you can control how notifications appear on your iOS device.

Find these options under your iOS profile > Receive Notifications For.

Note

By default, the options listed below will be toggled ON.

HD vs. carrier calling

If you're using a company-issued device, check with your admin about whether they’d prefer you use HD or carrier calling.

The iOS app allows you to choose how you’d like outbound calls placed — either through HD calling or through your carrier.

A carrier call is a call placed through your native carrier (i.e. AT&T, Verizon, etc.). While the call is technically being “handled” through your carrier, your Dialpad Connect ID will still be used for outbound calls.

You’ll see the option to set HD vs. carrier calling for:

• Received calls

• Placed calls

• Choose before each call (outbound only)

Regardless of what option you select, your Dialpad Connect account will automatically log your call activity so you can go back to it anytime you need.

For more information about HD calling and carrier calling, see Mobile Calling Overview.