Call log: Track your calls — billings made easy
PhoneValet's call log is the product's secret sauce (according to clients who use it for a few months). These clients truly appreciate that PhoneValet keeps a complete record of all calls placed and received on PhoneValet-connected telephone lines. This service is perfect for anyone who relies on phone records for time-based billing or other compliance-driven activity, and just being able to look up calls you placed this morning is a real time saver.
PhoneValet's call log stores all caller ID information on incoming calls and which numbers were dialed on outgoing calls. It tracks which telephone line was used, when and for how long. It notices whether incoming calls were answered or not and it does this for all extensions. Your voice mail messages and call recordings are in the log too.
PhoneValet's call log produces a record of all telephone activity on your lines — period. You can even return your calls from the call log. A click of the mouse and the call is dialed for you!
Lots of information you can really use
The information collected by PhoneValet's call log isn't just stuck in a long document you need to scroll through. It is stored in OpenBase SQL — a robust, relational database purpose-built for the Mac platform. Because call log information is stored in a database, it can be quickly browsed, sorted, searched, narrowed, reported on and exported.
Here's just a partial list of what you can do with PhoneValet's call log information:
- Search telephone records for particular clients, export them to a spreadsheet and create billings or cost center charges.
- Analyze the number of calls you receive on particular lines (e.g. a support number) and look for trends — day by day, month by month or year by year.
- Determine whether someone was called back, how often and when.
- Track down suppliers whose numbers you may have lost because they are infrequently called.
- Track employee productivity by reporting on the number or duration of placed calls in a certain time period.
- Return calls to clients who choose not to leave voice mail messages or who mumble their numbers.
Keep notes about your calls
Don't doodle during a call. Take notes. During or after a call PhoneValet also allows you to make notes of unlimited length, regardless of whether the call has a recording or a message attached. Later you can find all the calls containing a keyword from your notes.
Narrowing and reporting for better exporting
As your call log grows in size, you will need ways to reduce the number of entries you're working with. First, you can use the quick search box. As you type into the box, the number of items in the list is narrowed to only those items that match — matched by name or by telephone number for example.
Although narrowing is a good way to find a call you already know something about, there is another way to search, if you are unsure about what you're looking for. PhoneValet provides a very powerful report window that allows you to specify exactly which rows you are interested in by criteria like date, length of call, presence of recordings or mailbox name, among others.
Once a narrowed search or a report has been performed, you can sort the information on any attribute displayed.
PhoneValet provides a powerful exporting facility to allow you to specify exactly what you want to export and in what order. Exported reports are easily read by Excel and other popular software packages.
Create archive CDs — with audio included
Many users of PhoneValet use the exporting tools to create reports and billing documents. Others need more than just a list of calls — they need the voice mail and call recordings attached to the calls too.
PhoneValet is designed to manage large volumes of call audio on your Mac, and also to move or copy this audio to CDs and DVDs. PhoneValet will even prompt you for a disc by name when you want to listen to an archived call. Better yet, each CD and DVD PhoneValet creates has an index to the archived calls and recordings. Viewable with any Web browser on any platform, the index makes each disc a professional and presentable record of calls that can be delivered directly to clients, regulators or stakeholders.
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