The latest pascom desktop and mobile apps now include the new phone call notes function, allowing users to add summary notes and a visible status indicator to specific phone call entries in the call history. Furthermore, the new notes feature is available for phone calls listed in both an individuals call history and for phone calls listed within a team’s call history, i.e. calls to the sales team via the sales call queue.
As notes are attached and stored centrally, the information is made accessible across devices and in the case of teams and becomes visible to all team members as well. This allows users to digitally store call summaries as a note for each phone call and make them accessible to other team members and on all their devices. What’s more, using the status indicator icons allows users to add a visual reference indicating whether the phone call requires additional attention or follow up actions such as requests for offers or technical questions and so on.
Moreover, pascom’s call notes are text-based and therefore searchable, ensuring that retrieving information in the future is much simpler as a user need only search for the content of the note to be able to search for and retrieve the phone call in question. Beyond this, the call history filter tool can also be used to filter calls and only entries according to the status indicator, for example to only show calls requiring further attention. This saves valuable time and effort when searching and retrieving call notes, allowing users to quickly and more efficiently process and/or respond to your customer’s enquiries and/or needs.
Mathias Pasquay, pascom CEO
The design concept behind the new Notes Feature focuses on providing pascom app users with a comfortable and easy-to-use tool to streamline record keeping and sharing relevant information with their team directly within the call history, thus providing users with a powerful centralised tool to further optimise processes and bolster efficiency. What’s more, the new notes feature is an excellent extension of our already comprehensive call management tools, particularly when used in combination with call labels, call details and even the team missed call counter.
For pascom and DATEV customers, the notes feature offers even greater benefit as call notes can now by synchronised from the pascom apps to DATEV, ensuring all the necessary for accurate billing call data (CDR) synchronised to DATEV, plus all your detailed notes summarising the call with your clients, providing access to all the client information required by accountancy and legal firms in one place; DATEV.
For more information and for more feature updates, please visit:
whatsnew.pascom.net
If you have any questions about PASCOM ONE, our Team Messaging and Collaboration apps and how pascom can help upgrade your business communications, then we are here to help. Visit our website and arrange to speak to one of our experts. Alternatively, get started today with our free cloud phone system trial.