Adding "comments" to call log

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  • Updated 4 weeks ago
The company I work for utilizes RingCentral call systems for the admissions process at a drug & alcohol treatment facility. We have 4 people on the rolling queue and although our call volume is not extremely high, we need to track calls.

Currently, we are using a Google Sheet to manually enter and monitor the status and content of calls. Which, as you can imagine, is extremely archaic. However, this is currently the only way that we can all access the call log and track calls in real time.

The information that we are logging;
- date / time
- name of caller
- name of client
- age
- location
- referral source
- who took the call
- status (viable, admit, no-admit, referred out)
- comments box

With the features that RingCentral currently offers, our only other option would be to download the Call Log as a report and the upload it to a shared location such as Sheets. However, it would not necessarily make anything easier. 

Our idea is to create a call log hosted in RingCentral online to accommodate our needs. Really, it would be as simple as adding customizable columns to the existing call log, and allowing RingCentral clients to manually enter the data into the desired fields. 
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LAST RESORT

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Posted 4 weeks ago

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