When you receive phone calls from clients and potential clients, it’s vital to follow up as quickly as possible. Delays can result in potential clients taking their business elsewhere and existing clients feeling neglected, potentially leading to lost business and negative online reviews.

Fortunately, PhonePad includes a suite of Follow Up tools that make it easy to stay on top of client communication.

Follow Up Tools

To ensure recipients know a message needs follow-up, you can easily mark it. For instance, to mark an urgent message, simply click the follow-up button. The message will then display a follow-up icon in the recipient’s inbox, making it clear that action is needed.

Set A Due Date for Messages

When logging a phone message, you can set a due date for follow-up. This feature automatically sets a reminder, ensuring that follow-ups are timely. You can view these reminders in the recipient’s inbox.

Reminders

Reminders can be added to any message by selecting it and clicking the “Add Reminder” button. This feature helps keep follow-ups on track and ensures nothing slips through the cracks.

To-Do List

PhonePad’s To-Do List is another powerful follow-up tool. Adding tasks is simple: click the “Add” button and enter the details. Tasks can have reminders set just like messages. For recurring tasks, enter the details and specify how often they should appear.

Allow Other Users to Access Your To-Do List Tasks

In the settings, you can grant other users access to your To Do List. This is perfect for tasks involving multiple team members, enhancing collaboration.

Drag and Drop Messages to Create a To-Do List Task

You can create To Do tasks directly from messages. Just drag and drop a message onto the To Do List, and a task will be created automatically. If the message had a reminder, the task will inherit it.

Mark Messages as Completed

Once a follow-up is done, mark it as completed by selecting the message and clicking the “Completed” button. This action syncs with the To Do List, marking the corresponding task as completed and vice versa. You can also set your preferences to move completed messages to a different folder automatically.

Follow Up Notes

Below the message list, follow-up notes allow you to track all actions taken regarding follow-ups. If a message was sent to multiple recipients, they can all view and add follow-up notes, facilitating easy collaboration.

Conclusion

By leveraging these powerful tools, you can streamline follow-ups, increase productivity, and significantly reduce response times. Take full advantage of PhonePad’s features to keep your client communication efficient and effective.

Hey there!

The question is: “Why Can’t I See PhonePad When I Start It?

There could be a couple of reasons for this.

PhonePad could be minimised to the system tray, or what’s sometimes called the notification area.

Check in there to see if you can see the PhonePad icon. If you can, double-click on the PhonePad icon to open it.

Another reason this can happen is if you logged into PhonePad on another computer with more than one display or different resolution settings.

If you can see PhonePad in the taskbar then this is likely the cause. The PhonePad window is probably displaying off-screen somewhere.

To fix this, close PhonePad. Now hold down the CONTROL key and open PhonePad. This should re-centre it on your screen.

If that doesn’t resolve the issue then it might be something else.

If you notice that PhonePad is opening and closing right away, then something else is causing the issue and it’s time to contact Support.

You can reach them at support@cybercom-software.com. They will be more than happy to help resolve the issue.

Do you have any questions about PhonePad? Email ask.annie@cybercom-software.com, and I’ll post your questions and answers here.

Until next time…stay frosty.

 

Hey there!

Auto Login is when PhonePad automatically logs in to a specified user account when it’s started.

If you want to login as a different user, you’re unable to because the login window doesn’t appear.

An easy way to get around this is to hold down the SHIFT key and the start PhonePad.

This will temporarily override the Auto Login, and the login window will appear, allowing you to enter a different username and password.

Do you have any questions about PhonePad?

Email ask.annie@cybercom-software.com, and I’ll post your questions and answers here.

Until next time…stay frosty.

We often get asked this question: “What is the difference between the trial and full versions of PhonePad?”

The answer is, the two versions are identical, except that the trial version has a time limit.

And this question: “Are any features disabled or crippled?”

The answer is “no”.

We want you to explore and enjoy all of the features while you are trialing PhonePad.

When you reach the end of your trial and buy PhonePad, you receive a Serial Number.

The Serial Number removes the time limit and now you have the full version. You can continue to use it as before, but without the time limit.

And the best thing is you don’t have to reinstall anything. You now have the full version of PhonePad, complete with all of your data.

Hey, do you have any questions about PhonePad? Send an email to ask.annie@ cybercom-software.com, and I might just post your questions and answers here.

Until next time, stay frosty.

Hey there, check this out! I’m about to break down why your biz is totally like a pizza. Trust me, it’s gonna be a fun little comparison that’ll make you see your company in a whole new way. So grab a slice and let’s dive in!

Let’s be real – if you’re running a business, chances are you’re using phones to chat with your clients. It’s pretty much the norm these days, right? I mean, who doesn’t? It’s just one of those things that most businesses do without even thinking about it.

You know what really sets the pros apart from the amateurs? It’s all about what you do when you’re on the phone or right after you hang up. That’s the real game-changer, if you ask me. It’s like, those little things you do (or don’t do) during and after calls? Yeah, that’s what separates the rockstars from the wannabes.

Wanna up your phone game? Check it out – there’s like 8 cool things you should totally have in your call management setup. Trust me, it’ll make your life way easier. No more phone headaches, you know what I mean? Just get these things sorted and you’ll be crushing it in no time. It’s a game-changer, for real.

Alright, so here’s the deal with the 8 things you gotta have:

1. Ditch the paper and get yourself a proper phone messaging system. It’s a huge advantage.

2. You need those messages to get to the right people, like, pronto.

3. You need tools that help you follow up on calls quickly and smoothly, or you’ll be waving goodbye to clients. Not cool.

4. Being able to find messages in a snap? That’s a must-have.

5. Having the whole call history for each client is pretty sweet. Gives you the full picture, you know?

6. When you’re out and about, getting important messages sent to your phone is a big deal.

7. Keeping your messages organized is key. Don’t want things getting messy, right?

8. And hey, performance stats? They’re gold for spotting issues you might’ve missed otherwise.

So yeah, that’s the lowdown on what you need to maximize efficiency and minimize time and cost.

Okay, so picture this: You’ve got this pizza, right? And each slice represents one of those 8 things we talked about. Now, here’s the deal – every time you’re missing one of those features, it’s like someone swiped a slice of your pizza. Bummer, right?

Keep taking away slices for each feature you need but don’t have, and before you know it, you’re left staring at one sad little slice. Or worse, an empty plate. Talk about a letdown!

I mean, imagine ordering a whole pizza and the delivery guy shows up with just one slice. Or nothing at all. That’s not gonna cut it – you’ll be starving and pretty ticked off.

So, the takeaway? Go for the whole pizza, my friend. For your business and your clients, you want all 8 of those features. It’s like having a fully loaded pizza – way more satisfying than just a bite or two.

Hey, guess what? We’ve got something awesome that’ll give you the whole pizza, if you know what I mean. It’s this cool thing called PhonePad – it’s like the Swiss Army knife of phone call stuff. You can log calls, track ’em, and manage everything in one place. The best part? You can grab it and take it for a spin totally free for 60 days. Pretty sweet deal, right?

Just hop over to phonepad5.com and smash that Download button. It’s super easy, and you’ll be good to go in a flash!

Look, why wait around? You can start saving time and cash right off the bat, even while you’re trying it out. The longer you sit on this, the more you’re missing out with your old-school phone stuff.

So, what are you waiting for? Head over to phonepad5.com and hit that Download button. Seriously, you’ll be thanking me later. It really is a game-changer!

Download PhonePad Trial

Discover PhonePad – the ultimate solution for phone call logging and management. Say goodbye to chaos and hello to clarity.

Effortlessly log and organize calls, share messages and notes, and transform data into insights.

Empower your team and drive success with PhonePad’s intuitive interface and powerful analytics.

Simplify call management and amplify your business success today.

Download Your Free 60-Day Trial

We are pleased to announce the release of PhonePad 5.84.0.

We’re actually, really, really pleased to announce this release.  It’s been a long time coming, and a lot of work has gone into it!

So what’s new in this version? Here’s a highlight of the main changes.  A complete list of changes is shown after these.

A Quick and Easy Way to Add Users for New PhonePad Installations

When installing PhonePad for the first time, so new PhonePad Admins get a bit confused about what to do first.

So we added a screen that helps them create the user accounts that will be needed for users to log in.

What’s nice about this screen is that all of the users can quickly be created.  And, if you also add their email addresses, you can email their login details to them with the click of a button.

This screen only appears when there are no users in the system.

ServiceWatch – A Cool New Way to Monitor the PhonePad Services on Your Server

Has your PhonePad Server, or other PhonePad services, on your Server suddenly stopped?  In the past, you had to either walk over to your Server to check, or remote desktop to it.

Well, now you can monitor these services from your workstation with ServiceWatch.

ServiceWatch monitors the PhonePad services running on your Server.  The Service Monitor service must be running for ServiceWatch to work.

But that’s not all it does.  You can start, stop and restart the PhonePad services on your Server without leaving your desk!

If you check the Show Alerts checkbox, you will receive a notification message whenever a PhonePad service is stopped.

ServiceWatch sits in the system tray when minimized.  To open it, just double-click on the icon or right-click and select Open from the popup menu.

You can find ServiceWatch in the PhonePad folder (C:\PhonePad5).

Getting Around PhonePad Disappearing Off Your Screen

Imagine this scenario.  You login to PhonePad on someone else’s computer.  Their computer screen has a completely different resolution.

When you return to your computer and open PhonePad, it disappears.  What happened?  Has it crashed?  No.  As your monitor has a different resolution, PhonePad remembers the last setting and has disappeared off-screen.

Now this is easily fixed.  Hold down the <SHIFT> key on your computer and open PhonePad.  This will reset the position of PhonePad to the middle of your screen.  Problem solved.

Overriding Auto Login

Imagine another scenario.  You want to login to PhonePad on someone else’s computer but they have auto-login enabled, so it automatically logs into their user account.

To temporarily override auto-login, hold down the <CTRL> key and open PhonePad.  The login prompt will appear, allowing you to login to your own user account.

Automatic Update Plan Updating

Before this version of PhonePad, when you renewed your Update Plan you had to go in and update it manually in PhonePad.  This is now done automatically for you.

Automatic PhonePad Licences Updating

If you’ve upgraded your PhonePad license to increase the number of users, you’ve had to reactivate your PhonePad license manually in PhonePad.  You don’t have to worry about that anymore as PhonePad now does this for you.

A Note About New Features and Enhancement Requests

We get a lot of requests for new features and enhancements.  Some of these are in this version.  We think it’s important for you to know that not all requests will be implemented.

For the ones that will be implemented, we try to get them done as soon as we can, but it all takes time. We ask that you be patient if we haven’t gotten to your request yet.  The list is very long but we are working through it as fast as we can.

Changes in This Release

• NEW: When PhonePad starts and there are no users (except for the default Admin account), the System Admin is prompted to add users. This new screen allows admins to create users all on one screen, and enables them to email the usernames and passwords to users.
• NEW: Remote monitoring of PhonePad Server, with option to restart.
• NEW: Groups can now be hidden from folder tree.
• NEW: Added information on Group Management window for each group type.
• NEW: ServiceWatch applications allows you to monitor PhonePad services located on your Server, with the ability to Start, Stop and Restart any of them. Also gives you optional alerts.
• NEW: Holding down the SHIFT key while starting PhonePad will force the main window to appear in the centre of the screen.
• NEW: Holding down the CTRL key while starting PhonePad will override AutoLogin.
• NEW: Update Plan renewals are now automatically updated in PhonePad.
• NEW: PhonePad license upgrades are now automatically updated in PhonePad.
• NEW: Added a password generation feature that can be used when adding or editing users.
• IMPROVED: Appointment Calendar: When selecting meeting resources, the resources now stay in view when scrolling horizontally.
• IMPROVED: Changes made to Workstation Notification Service to make it more robust.
• IMPROVED: Address Book lists entries sorted by Fullname and then Company.
• CHANGED: Help files are now online instead of being local. This enables us to update them more frequently.
• FIXED: There were some issues with the System Rules Toolbar Configuration feature not applying to all toolbar buttons.
• FIXED: Message History in Phone Messages should not include Sent messages.
• FIXED: When previewing phone and text messages, the message text was not resizing automatically to fit the content.
• FIXED: When replying to messages, the original message is shown twice. The second copy has the message text missing.
• FIXED: Group User Accounts aren’t working properly or being created correctly.
• FIXED: Preview is not showing the correct message and is not clearing between selecting messages.
• FIXED: Appointment Calendar: When creating a new client in an appointment, the client wasn’t being saved.
• FIXED: When using the search feature above messages, some messages are duplicated.
• FIXED: Spell Checker could not be setup correctly from Preferences.
• FIXED: When reviewing an entered message, the “type” field is deleted and the “phoned” option in the “details” field shows up on every message.
• FIXED: Address Book map has stopped working. Please note that, due to some issues with the map component we use for this, we will be changing it to a better solution.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.25.0 or later.

Problems?

We’re human too.  We haven’t been replaced by some algorithm – yet. And we’re definitely not perfect.  Like most other humans, we can make mistakes.  So chances are you may come across something that’s not quite working right.  If you do find an error or a bug, please let us know and we’ll fix it as quickly as possible.

Installation Information

Please note: Server Updates must be installed on your Server or Host PC, not your workstation (unless your workstation is also the Host PC) – they cannot be installed directly on your workstations.  Make sure all users are logged out of PhonePad as the PhonePad Server will be stopped during the update and then restarted once it has completed.  Workstations will be automatically updated when PhonePad 5 Workstation is started on each workstation. Important: When downloading and installing an update from your My PhonePad account, make sure it’s actually the update and not the server setup program.

How Updates Work

Please read: You do not need to install every update between this one and the last update you installed.  PhonePad uses a smart update system that compares your current PhonePad system with what’s in the update, works out what changes are required, and then makes those changes.  So if you are a few versions behind don’t worry.  You can skip all of the updates in between and go straight to this update.

Updates and Anti-Virus Software

Depending on the anti-virus software you use, when you install a Server Update your AV software may class the updated software as a different program due to the change in binary signature.  If you experience speed or freezing issues after an update, you may need to reconfigure your AV software to stop real-time scanning of PhonePad.  This may need to be done on the both your Server or Host PC, and your workstations.

Digital Signatures

All PhonePad executables and DLLs are digitally signed for your protection.

You can confirm that a file is safe by right-clicking on it and selecting Properties from the popup menu, and then selecting the Digital Signatures tab.

Downloading the Update

You can download the update from your My PhonePad account.

If you are a current trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.

Please contact Support if you have any problems or questions.

Installing Updates

If you’re unsure of how to install updates, please watch the video on this blog post.

You will need to have a current Update Plan to install this update.  If your Update Plan has expired, you will need to renew it before you can install this update.

Update Installation Service

If you would rather have the Server Update installed for you, you can arrange for us to remote connect and install it.  The cost is $37 and you can schedule a date and time here: https://www.cybercom-software.com/remote-server-update-assistance.htm .

 

Here’s a fun little animation video we made about losing an important phone message on a sticky note.  Should have bought PhonePad. 😁