Account Maintenance


12 Articles
  • Account Security Features

    CallTrackingMetrics provides a number of features to keep your account and your call data secure. This is an overview of the features available with links to more information.

    May 15, 2018 03:10pm EST
  • CallTrackingMetrics Tools for GDPR Compliance

    GDPR is short for the General Data Protection Regulation that goes into effect on May 25, 2018. It was passed by the European lawmakers to create a consistent data privacy law across all the EU member states.

    May 15, 2018 05:17pm EST
  • Redacting Information (for GDPR and Privacy)

    If you are under obligation to comply with General Data Protection Regulation (GDPR) or have other privacy concerns, you can enable redaction to manually or automatically remove personally identifying information from customer interactions in your account.

    May 15, 2018 05:17pm EST
  • Change History and Versions

    Changes made to areas of your account are logged as Versions in the individual feature pages.  You can view a global log of those versions in the Change History page in your account. Versions and change history are kept for 7 days for individual accounts and 120 days for accounts that can create subaccounts.   Viewing Past Versions

    May 02, 2018 10:30am EST
  • Changing Plans

    Click here to follow our built-in guide for changing plans. You can upgrade or downgrade at any time to a different plan.

    Jul 14, 2017 02:25pm EST
  • Adding New Credit Card

    You can add additional credit cards for your account by going to Settings > Billing Settings. Scroll down to the Manage Payment Methods area of the page.

    Aug 01, 2017 05:09pm EST
  • Canceling Your Account

    You can cancel an account at any time by going to the account settings page within the Settings menu.

    Aug 01, 2017 05:12pm EST
  • Pausing Account

    When winding down an account, you have 3 options, all of which are found on the Account Settings page.

    Aug 01, 2017 05:12pm EST
  • Canceling an Agency

    If you need to downgrade your plan, here are the steps you will need to take. Warning: This will cancel all sub-accounts in your agency and will release their tracking numbers.

    Aug 01, 2017 05:13pm EST
  • Dark Mode

    Dark mode inverts the color scheme of the CallTrackingMetrics application. If you prefer the look of a dark background with white text, you can easily switch to dark mode.

    Aug 01, 2017 05:16pm EST
  • Agent Statuses

    Agents using the CallTrackingMetrics softphone can set custom statuses to reflect their activity throughout the day.

    Aug 01, 2017 05:26pm EST
  • Presets

    Presets are premade settings which can be used to instantly configure records like tracking sources or call queues within your account.

    Aug 02, 2017 04:47pm EST