I’m excited to say we redesigned one of our portals! Customers who use the End User Portal will notice a fresh look-and-feel when they log in. In addition to the exciting new logo, a redesigned home page and streamlined navigation simplifies management of your Vocalocity, a Vonage company, phone system. Here are some changes I find helpful that I think you will too.
New Home Page
- View a Graphical Representation of the past weeks’ calls
- See Recent Voicemails including details like:
- Caller ID Name
- Caller ID Number
- Even listen to your voicemails
- See more details about your calls including:
- Caller ID
The top navigation icons link directly to:
- Home page
- Voicemail Messages including:
- Access to Voicemail Transcription
- Ability to email and download
- Search capabilities
- On demand Call Recording (ODCR)
- Play back your recordings
- Email and Download your recordings
- Search for recordings
- Only displays if ODCR is included with your extension
- Call Log
- Quickly filter your call logs based on direction or time frame
- Search your calls
- Play recordings if you have On Demand Call Recording
- Export to Excel or PDF
- Settings include one place to control the setup for your extension including:
- View extension details
- Enter a Backup number
- Set a Default Area Code when dialing out so you only dial seven digits
- Activate features like Call Screening, Call Announce, and Screening Menu
- Set your Outbound Caller ID (if allowed by your account Super User)
- Configure your Never Miss a Call option by choosing between
- Send Calls to Voicemail
- Forward All Calls
- Simultaneous Ring
- Follow Me
- Turn on Do Not Disturb
- Voicemail PIN and Greetings
- Record four different greetings
- Choose where your calls should forward if someone chooses to exit your voicemail by pressing 4
- Call Monitoring (if available for your extension)
- Set your PIN for accessing the Call Monitoring System.
- Configure up to three devices for your one extension
- Company Directory
- See Real Time Status of your co-workers
- Click to Call your co-workers
- View status of Conference Bridges and Call Queues
- Make a phone call
- Review how your outbound Caller ID is set to display
- View Never Miss a Call settings
- Toggle your active devices on or off
- Profile Settings
- Access Knowledge Base articles
About Amy Tankersley
As Product Manager at Vocalocity, Amy is always looking for ways to make our customers more productive. Her specialty is focusing on mobility solutions. When she isn’t building products, Amy is a dance teacher in Atlanta.
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CRM’s auditing feature can be an incredibly useful tool for keeping track of who edits a record and what changes were made. Additionally, enabling audit history can provide us with valuable information if you run into an issue with a ClickDimensions entity. In this post, we are going to turn this feature on for Email Sends to ensure you know what is happening when emails are being sent out. To turn on audit history in general, or to make sure it is already turned on for your environment, follow this procedure:
Navigate to Settings > Auditing in CRM
Ensure that Auditing is turned on
Once in Auditing, go to Global Audit Settings, check the “Start Auditing” field.
Enable auditing for Email Sends
Back in Settings > Auditing, go to Entity and Field Audit Settings.
Navigate to the Email Send entity, then check the Auditing field under Data Services. After checking the field, save the change and press the Publish button.
Look at your Email Send Audit History
You’ll now be able view the Audit History on your Email Send records. This will let you see what changes were made to the record, who made the changes, and when these changes were made. Among other reasons, this information can be useful for resolving situations such as those where you have a scheduled Email Send go out at the incorrect time and you are not sure why.
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ClickDimensions is excited to welcome Shawn Sorensen to our technical support team. Shawn is a recent Georgia Tech grad with a BS in STaC Media, and a flight enthusiast with a private pilot’s license. Shawn has several years of customer service experience and provided hands-on IT support at Georgia Tech. Shawn was born in Idaho, but after residing in many different states, is now back in Georgia working out of ClickDimensions’ Atlanta headquarters.
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Our new drag and drop designer (from the October 15th 2013 release) makes it easier than ever to create, edit, and format your email templates. With a built-in graphics editor, it does the same for your images. You can easily upload your images, tweak them with professional or fun effects, and insert the finished product directly into your message. Here’s a breakdown of the different options available in our editor and what they do.
To get started, we first need to add in an image. Click on a block that holds an image and choose “select image” on the right to choose your image.
Once you’ve added one, you can edit it by clicking on the block it’s inside. On the right you’ll notice options under “Content”. Choose the icon with the mountains and the sun to open up the editor.
The editor will pop up. There are three different rows of options you can scroll through on the top.
Enhance – “Enhance” speaks for itself. It gives you options to run “Hi-Def”, “Illumination”, or “Color Fix” tools on your image for some quick cleaning-up.
Effects – These include pre-set color filters and overlays to change the impression of your image. This can help give your image a nostalgic or modern feel, for example, depending on the effect you choose.
Frames – You can use a variety of frames as a border to your image.
Stickers – Add shapes including stars, hearts, glasses, hats, and text balloons for a causal or quirky effect.
Crop – Cut out any unwanted parts of your image.
Resize – You can resize your image to any height and width you like. Click the lock to prevent automatic scaling.
Orientation – Rotate or mirror your image.
Focus – Select a portion of your image (either circular or rectangular) and everything else will be slightly blurred.
Brightness, Contrast, Saturation – Manually increase or decrease the brightness, contrast, and saturation of your colors. This can toggle the vividness and how sharp the colors stick out against one another.
Warmth – Exaggerates the warm colors (reds, yellows, and oranges), or the cool colors (greens, blues, and purples).
Sharpness – Can enhance the details of your image and remove any “fuzziness”.
Splash – Shows you a greyscale version of your image and you can manually paint over which areas you’d like to have the original color. Using the “Smart Color” brush will detect whichever is the majority color in the selector and only restore that color.
Draw – Simply lets you draw or write freehand over your image. Make sure to click “Set Color” after choosing your draw color.
Text – Type any text you like over your image. You can change colors and fonts as well.
Redeye, Whiten, and Blemish – Removes undesirable features from photographs.
You also have tools to zoom in and to undo or redo any changes you’ve made.
When you’re done, click “Save”.
Your newly-edited image will be added into your template automatically.
A version will also be stored with your other images in the Image Manager as well, so you can easily add it into other templates, too. Have fun!
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Not wanting to be left behind, the construction industry in New York City is launching many new projects in the aftermath of the last few dismal years. This breath of life into the construction industry has seen projects such as the Battery Park Enhancement, the Fulton Centre, and the World Trade Centre Transportation Hub and many others take off.
All this positive development is providing jobs and other opportunities to many people. If you are interested in getting into this highly competitive field, then being prepared to offer competitive packages to your potential clients is very important. One of the main considerations for any construction project is the availability of a variety of construction equipment. Purchasing construction equipment such as tractors, piling rigs, boring tools and accessories, high pressure pumps, jack up platforms and many others can be quite an expensive investment. Having to store the unused equipment also presents problems.
With all these issues to consider, it would be a good idea to rent the construction equipment needed instead of purchasing them. We can help you get FREE quotes from many of the construction equipment rental companies from Fort Lee right across to Ridgewood. With three simple and hassle free steps, you can be well on your way to securing a successful project. Just follow these steps:
Step one – send us a list of equipment needed and a description of the intended project
Step two – we will furnish you with a list of recommended equipment and also all the contacts of the rental companies nearest to you
Step three – take you pick and get started
We guarantee all the information we provide is reliable. The rates quoted by the companies are also quite competitive. You can be assured of getting the best deals possible.
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Do you use the awesome text messaging feature in ClickDimensions yet? Here’s a great way to remind customers of upcoming appointments or promotions – send them a quick text message to remind them the day before.
In this example, we will be reminding a client of an appointment on the day prior to the appointment date. We will use a workflow to send a text message one day before the appointment is scheduled to start. To begin, create a workflow (Settings > Processes > Workflows > New), and choose the entity you want to trigger the workflow to being. In our example, we’ll select the appointment entity, because we want the workflow to being running as soon as we create an Appointment record.
Here is what the finished workflow will look like:
We want the record to run whenever any user creates an Appointment record, so set ‘Scope’ to Organization and ‘Start When’ to Record is created.
Then insert a Wait Condition step to wait until the time you want the workflow to send the text Message. In this example, that is when the Appointment Start Time is 1 day away.
The next step is to create the Text Message. Add a Create Record step to create a Text Message. Click the Set the Properties button and fill out the required fields and any additional fields you’d like to fill.
The Final step is required to tell ClickDimensions to send the Text Message. Add a Change Status step, and select Create The Text Message (i.e. what you named that step) and Workflow.
Make sure you have phone numbers in the mobile phone fields for everyone and that the settings are all correct. And that’s it, you’re done! Your Text Messages will be sent out automatically! You can of course send these messages via a workflow based off of another entity if you’d like.
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