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Dialer Updates: Auto-Minimize, Pin, and Drag

The SMBcrm dialer now minimizes automatically when you click outside it, with added options to pin it open and drag it anywhere on screen. Pinned dialers also remember their position when reopened.

S
SMBcrm Team · March 16, 2026

Dialer Updates: Auto-Minimize, Pin, and Drag

The SMBcrm dialer now minimizes automatically when you click anywhere outside it, making it easier to quickly check contact details or pipeline information without manually closing the dialer.

Dialer auto-minimize

What changed

Auto-minimize when you click outside the dialer

If you click anywhere outside the dialer, it will now minimize automatically. This helps keep the screen clear while letting you quickly reference other information during a call workflow.

Pin the dialer in place

If you want the dialer to stay open, use the pin icon to lock it in place. It will remain open until you unpin it or minimize it manually.

Pinned dialer

Drag the dialer anywhere on screen

You can now move the dialer anywhere on your screen. If the dialer is pinned, it will remember its position and reopen where you left it.

Draggable dialer

Dialer position memory

In Case You Missed It

You can also catch up on More Templates Added for Websites, Ads, Email, and Social.

Need Help Applying This Update?

If you’d like help rolling this out in SMBcrm, visit Support or request a demo.

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