Callers

Caller Details

Update caller details for existing callers

When selected, the Company and Phone fields of a caller (that already exists in the Address Book) will be automatically added to a new phone message.  Any details that have already been entered in the Company and/or Phone fields of the new phone message will be overwritten.

Protect caller details - do not allow them to be updated

When selected, the Company and Phone fields of a caller (that already exists in the Address Book) will be automatically added.  However, any details that have already been entered in the Company and/or Phone fields of the new phone message will not be overwritten.

In other words, if a user hasn't yet entered any details in the Company and/or Phone fields, then these fields will be filled in from the Address Book.

Clear caller details when new caller is added

When checked, the Company and Phone fields will be cleared if a new caller is entered in the Caller field.

For example, you may have entered the Company and Phone Number, and then realize you entered the wrong name in the Caller field.  If this setting is checked then the Company and Phone Number fields will be cleared.

Use Incremental Searching for Caller List

When checked, as you type in the Caller field PhonePad will search through the list to find any matching callers.

Auto Complete Caller Details for existing callers

When checked, PhonePad automatically fills in the caller's Company and Phone fields if they exist in the Address Book.  You would normally have this option enabled as this saves time entering information.

Load Caller Details in lookup list

When checked, the phone message form loads callers the Caller drop-down selection list that allows you to select callers.  You would normally leave this option checked if you want to be able to select callers.

Load Company Details in lookup list

When checked, the phone message form loads a list of organizations from the Address Book.  This can save time by allowing you to select a caller's organization.  

If you are experiencing performance issue due to an extremely large Address Book you can disable this option.

Sort Caller List

When checked, the Caller selection list will be alphabetically sorted.  

With extremely large Address Books there can be a performance hit so if you find the phone message form takes a long time to open then you may want to disable this option.  Although this option can make it easier to find names, the incremental search feature will quickly filter out the other entries.

Sort Company List

When checked, the Company selection list will be alphabetically sorted.  

With extremely large Address Books there can be a performance hit so if you find the phone message form takes a long time to open then you may want to disable this option.  Although this option can make it easier to find names, the incremental search feature will quickly filter out the other entries.

Caller Lookup

Firstname Lastname (Fulltime)

Callers will be listed by Fullname in the caller lookup list of phone messages.

Lastname, Firstname

Callers will be listed by Lastname, Fullname in the caller lookup list of phone messages.