PhonePad for Answering Services

We often get asked if PhonePad can be used by an answering service.  This is how many answering services use PhonePad 5 to manage their calls (this will need to be done by a PhonePad 5 administrator).

Step 1:  Create a User Account for Each Client

1.Select User Management from the Admin menu.

2.Add a new user, eg. John_Smith.

3.Uncheck the Login Enabled check box.

4.Select your username from the list of users and click the Access button.

5.Give yourself access to the new user account you created.

6.Repeat steps 3 to 4 for each user.

Step 2:  How to Use It

When logging phone messages simply send them to the relevant client you created.

The client's names will appear in your user list.   You can access each client's messages by selecting their name from the user list.

When you have passed on a message onto a client, select the message and click the Mark as Completed button.