Finally figured it out after loads of trial
Honestly, I spent way too much time trying to make sense of the system on my own. The support felt mostly absent, which meant I had to figure out the dialer and database setup myself through trial and error. The one good thing was the automatic updates that at least kept the software fresh, but understanding how to use new features wasn’t straightforward without help. It was only when I called the telephonic support again that some pieces clicked, although that moment was late in the process. I’m tired of explaining and troubleshooting the basics. They definitely need to improve the onboarding assistance because working this much unaided isn’t acceptable for what they charge.