Business & Device Contacts
What are business and device contacts?
Business contacts are created and saved in the iPlum app secure container. They are not saved in your phone’s address book.
Device contacts come from your phone address book. They are visible in iPlum app but not saved in the app. When you make changes on your phone’s address book, they will get reflected in device contacts section in iPlum app.Permissions for contacts to iPlum app on your mobile phone.
iPlum is a business app with privacy. For correct functioning of the caller-id, please provide the “contacts” permission to iPlum app in your iPhone/Android settings .Add a new business contact.
In the iPlum app contact screen, make sure you are in the business tab. Tap “+” to add a business contact. Here you can also create business groups and assign them to various business contacts.Add a new device contact.
Go to your device address book and add new contact. Open iPlum app and pull down to refresh. You will see the new contact in your iPlum app under device contacts section.Create a business contact from device contact.
Open iPlum app and tap a contact in your device contacts. From the actions grid, tap “More”. On the details screen, tap “Add to Business”. This will create a business contact.
Note: To add business contacts without manually entering each contact: First add your contacts in the native address book on your phone via outlook or similar contacts application (PC or Mac). Open iPlum app and go to device contacts screen. You will see those contacts. Tap on each contact and click “Add to Business”. Once done, you can delete them from your phone’s native address book.Setup groups for business contacts.
In the business contact screen, tap “+” and Manage Groups.
Go to a business contact detail and click “Edit”. Tap on the Groups text box and select the new Group.Delete a business contact.
Open a business contact detail in the iPlum app and click “Edit”. You will see a Delete button at the bottom.Delete a device contact.
Device contacts are managed in your native address book. Once you delete the device contact in native contacts, it will not show in iPlum app.Restore business contacts or texts.
iPlum App Settings || Contact Options || Business Contacts Restore
Note: This requires iPlum Backup plan available via iPlum portal or in-app purchase.
(iOS only feature)
iPlum App Settings || Contact Options || Set Default Phone Book.Hide device contacts in iPlum app.
(iOS only feature)
iPlum App Settings || Contact Options || Show/Hide Device Contacts.
Note: We recommend that you enable Contacts permissions for iPlum app in your iPhone or Android Settings. These permissions are required for correct Caller ID and Ringtones management in the carrier voice network mode.
Regular vs. Secure Texting
iPlum provides both regular & secure texting.
Regular texting works on all iPlum accounts and doesn’t need any special setup. The other side can have any texting application.
Secure texting is used for compliance purposes where both ends have iPlum app.
iPlum app is free for your clients.
Example: Healthcare or legal professionals can initiate a secure channel with their clients for secure texting. It makes texting secure at both ends. If you use regular texting in iPlum, it will be secure at your side only.Initiate secure text channel.
Summary: To initiate a secure text channel, you will invite your client using iPlum app business contact. The client will accept your invitation to set up secure channel with instructions to download iPlum app and setup a free account.
- Create a new contact with your client’s mobile phone number or select an existing business contact in iPlum app. Initiate a secure channel request.
Business contact || More || Secure Text Channel Invite .
The system will send an invite SMS to the recipient with instructions to download iPlum app and accept invitation.
- Your client will download free iPlum app, register using their mobile number and accept your invitation in the app. The secure channel is now active and ready for secure texting.
When you invite a business contact to setup secure channel, they will see below steps on their side.
- The client will receive an SMS from iPlum. This SMS has a link with steps to download iPlum app and create a free account using their mobile number.
- Login iPlum app and look for blue colored business contact.
Business contact || More || Accept Secure Text Channel Invite .
Invited and accepted contacts are created and saved in the iPlum app secure container.
- After acceptance, the business contact will change to plum color and it will show a shield icon for secure texting.
Simply delete the “Business” contact created for that secure channel in your iPlum app.Restore secure text channels, texts, business contacts.
Note: Restore secure text ‘channels’ is available for both free and paid iPlum accounts. But restore actual texts and business contacts requires iPlum Backup plan available via iPlum portal or in-app purchase.
Go to Settings in the iPlum app:
Contacts Options || Business Contacts Restore.
Text Options & Secure Channels || Text Restore.
Text Options & Secure Channels || Restore Secure Channels.
Yes, iPlum users with paid subscription plan can setup secure text channels for group messaging. You can collaborate with partners and professions using iPlum.Which backup plan is required for secure texting?
A backup plan is required for initiating secure channels but no plan is required for accepting secure channels.
Security & Backup Enhanced ($5.99/mo paid annually)
Includes: Security and backup of business contacts, texts, HIPAA compliance, Unlimited secure text channels; Text to email.
If you have any questions, please contact us.