add phone number and day and time stamp to call summary note
Merged
It would nice when you call a client through talkatoo app on your phone to have the number you called directly inserted into the call summary then once call has ended have a time stamp inserted as well.
Chanin Miller
6 months ago
in
0
In Discovery
1
MERGED
1st person toggle for call summaries
Merged
write my call summaries in 1st person every time using a toggle or an option
Guest
5 months ago
in
0
In Discovery
5
MERGED
Automatic "This text was AI generated" disclaimer added to bottom of notes/call summaries.
Merged
The original customer request was for the Call Summary, but I can see it being useful for all types of notes. It should be customizable, and toggleable, ie add it for all notes, only call summary, only SOAP, etc.
Guest
6 months ago
in
0
In Discovery
7
MERGED
Add initials at bottom of Call Summary note
Merged
Add the initials of the person who placed the call to the bottom of the Call Summary note so that when it is in the PMS, other staff know who made the call.
We are looking into ways to customize call summaries, either through a settings page or by allowing special instructions.