iPhone / iPad devices (iOS 10+)
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Open the 'Settings' app on your device.
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Select 'Passwords & Accounts'
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Select 'Add Account'
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Select 'Other'
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Select 'Add CardDAV Account'
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Fill out your account information in the following fields;
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Server: Enter dav.rexsoftware.com
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User Name: Enter your rex username (your email address), followed by ~ and your account ID (e.g. john.smith@agency.com~93). You'll need to get your admin user to go to 'Admin' > 'Agency Settings & Branding' > 'Account Sharing' and get the number from 'Your Agency ID'
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Password: This is your Rex password
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Description: Enter a description of the account (e.g. Rex Contacts)
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Select 'Next' at the top of your screen
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Make sure that the 'Contacts' option is turned ON
Once you've completed the base configuration, you'll need to configure the syncing frequency;
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Open the 'Settings' app on your device
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Select 'Passwords & Accounts'
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Select 'Fetch New Data'
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Select 'dav.rexsoftware.com'
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Select the account you created in the steps above
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Select 'Fetch' for the schedule option.
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Select 'Back' / navigate to the 'Fetch' section below.
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In the fetch settings at the bottom of the screen select 'Hourly'. You can select another option if it suits you more, however, we are unsure of what the "Manually" behavior consists of.
You can also navigate to the Advanced Settings section if you wish to use SSL.
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Open the 'Settings' app on your device
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Select 'Passwords & Accounts'
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Select 'dav.rexsoftware.com'
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Select 'Advanced Settings'
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Here you can choose to enable SSL and select your Port and Account URL.
Mac
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On your Mac, open the 'Settings' application
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Click 'Internet Accounts'
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Click the 'Add Other Account' section at the bottom > select CardDAV account
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Fill out your account information in the following fields:
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Account type: Manual
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User name: Enter your rex username as specified above (e.g. john.smith@agency.com~93)
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Password: This is your Rex password
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Server address: Enter dav.rexsoftware.com
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Click Sign In
Android
Android devices do not natively support CardDAV. We have however tested the CardDAV sync successfully with a free application available on the Google Play store. Please note that this app is not supported officially by us and we cannot guarantee that it'll work successfully for you on your device (though it did work great for us on several android devices we used during testing).
The application is called "CardDAV-Sync free beta" and can be found here: https://play.google.com/store/apps/details?id=org.dmfs.carddav.sync
Other Applications and Devices
If you can find a CardDAV compliant client, it should work with the settings above. We cannot guarantee compatibility with any clients not listed above, however you should be able to find a CardDAV connector for Outlook and / or Thunderbird on Windows. You may also be able to find a CardDAV application for Windows phones / tablets while we wait for Microsoft to implement support natively.
For more CardDAV clients, please see here: https://devguide.calconnect.org/CardDAV/Client-Implementations/