Call groups

Contacts

Paste CSV instead
Sync notes to Google Sheets

The Sheet needs Status, Notes, and Last Note At columns. The included Apps Script creates them if missing.

Queue

Call session

Group 1

Sample contacts

Contact

Add note

iPhone shortcut

Text setup

Install the signed Shortcut named AOL CRM Text. If Safari downloads the file, open Downloads and tap the file, then add it in Shortcuts.

  1. Get Dictionary from Shortcut Input.
  2. Get Dictionary Value for phone.
  3. Get Dictionary Value for message.
  4. Send Message: message = message, recipients = phone, Show When Run = ON.
Install shortcut Open Shortcuts Test shortcut

Variables: {first_name}, {name}, {phone}, {primary_address}, {property_type}, {units}, {loan_amount}, {last_note}, {owner}, {next_call_date}

If the Shortcut errors, the CRM link falls back to an iPhone Messages draft using the same phone and message.

Ownership group

Add contact