Weekly plan/log submissions are recorded in P21 as a marker task linked to this internal/house customer (P21 requires every task to link to a customer). It must be a real customer number in the P21 environment above, or submitting a week will fail.

Powers the Sales performance figures on the Team Dashboard (gross sales & gross profit vs. goal). Uses the P21 read-only SQL replica — the server's IP must be whitelisted with Epicor. Read-only credentials; stored securely and never shown back.

Then set each rep's Salesrep ID in the Users table below so their numbers show up for their manager.

When this is on, clicking a phone number anywhere in TrueBearing rings the user's own extension and then dials the customer — so the call goes out on the company trunk, with company caller ID, and appears in the PBX's call records. The API key is stored securely and never sent to the browser.

The PBX host and port only — no /api/v2 on the end. Ask your phone provider which port the API listens on.

The test places a real call: your extension rings first, then it dials the number you entered. Then set each person's Extension in the Users table below — anyone without one keeps normal phone links.

Azure app registration needs: Web redirect URI , a client secret, and the default User.Read permission. Users sign in with their APD Microsoft account; access requires a matching Email in the Users table below. If Entra is misconfigured the app falls back to dev mode so you can't get locked out.

Use this when the app points at the P21 sandbox: redirected emails get a [TEST] subject and a red note showing who they would have gone to. Applies to every email the app sends — submit notifications, the weekly debrief, and test sends.

Emails are sent from the submitting rep’s own M365 mailbox (their Email in the Users table), so replies go straight to them — via Microsoft Graph using the Entra ID app above. The app registration needs the Mail.Send application permission with admin consent. The email goes to the rep’s assigned Manager; if none is assigned, all active sales managers are emailed.