Phone contacts
Add your Marketli contacts to your iPhone or Android phone, so a client calling your Marketli number shows up by name.
When a client calls your Marketli number, the call is forwarded to your mobile with the client's own number. If that number is saved in your phone's contacts, your phone shows their name. Phone contacts keeps your Marketli contacts in your phone for you, and keeps them up to date.
Before you start
- Your business needs a Marketli phone number. See Company phone and SMS.
- An owner or admin switches phone contacts on for the business: Company → Communications → Phone → Phone contacts → Allow phone contacts. They are asked to confirm that client details will be copied to staff phones, because the business is responsible for that under its privacy obligations.
Adding your iPhone
- Go to your Profile and find Phone contacts.
- Click Add a phone, choose iPhone, give it a name and click Continue.
- On a computer, point your iPhone camera at the code and tap the link. On the iPhone itself, tap Install on this iPhone. In the Marketli app, copy the link and paste it into Safari, because the app cannot install it.
- Tap Allow to download the profile, then open Settings, tap Profile Downloaded and Install. iOS says the profile is not verified. That is expected.
Your contacts appear in the Contacts app under Marketli within a minute or two. The link works once and only for 5 minutes. If it runs out, remove the phone and add it again.
The profile holds the password for your contacts. Do not send it to anyone.
Adding an Android phone
Android has no built-in way to add a contacts account like this, so you need an app. DAVx⁵ works well: it is paid on Google Play and free on F-Droid.
- In Marketli, click Add a phone and choose Android or other.
- In DAVx⁵, add an account with Login with URL and user name.
- Copy in the Server, User name and Password Marketli shows you.
The password is shown only once. If you lose it, remove the phone and add it again.
What is on the phone
Each contact shows their name, phone number and email, the same as in Marketli. They sit under a Marketli account in Contacts, so you can tell them apart from your own. Nothing else is copied: no notes, dates, addresses or other details.
You only get the contacts you can see in Marketli. Archived contacts and contacts with no phone number are left out. A number saved on more than one contact is left off all of them, so a call never shows the wrong person.
Changes in Marketli reach your phone within about 10 minutes, the next time it checks.
The contacts are read-only on your phone. Edit them in Marketli.
Removing a phone
Click Remove next to the phone on your profile. Owners and admins can remove anyone's phone from the Phone tab.
The Marketli contacts are taken off the phone the next time it syncs. The same happens when someone leaves your business or the business switches phone contacts off.
A phone that is switched off, or never syncs again, keeps the copy it already has. Removing the profile or account on the phone itself also removes the contacts.
Still stuck? Email help@marketli.app.
