Phone Log Integration - The Ultimate SapphireOne Communication Solution

Phone Log Overview

SapphireOne has the ability to integrate a PABX phone system and phone log directly into the data file. Currently, SapphireOne is running the SpliceCom telephone system.

As part of this integration, SapphireOne now maintains a log of all calls made from the data file, providing a convenient way for users to keep track of their communication history.

Phone Number Recognition in SapphireOne

SapphireOne has the capability to recognise telephone numbers entered in the appropriate data entry fields. When a valid phone number is entered, a green telephone symbol will be displayed next to it, indicating that it can be used to make a phone call directly from SapphireOne.

As shown in the screenshot above of a Client Invoice.

Dictation and Speech to Text Overview

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.

You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.

As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.

Dictation and Speech to Text Procedure

This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.

Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line.

The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver.

Client Inquiry Details Page

In SapphireOne, you can easily make a phone call by clicking on the green telephone icon next to the client’s phone number. This feature is available once the telephone system is up and running, allowing users to make calls directly from any data entry screen within SapphireOne.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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