New Feature or Change
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Details
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Welcome Screen
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Optionally displays at startup. Includes handy links and shows an overview of message status in the form of charts.
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Multi-Tab Toolbar
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The toolbar features multiple tabs that are based on functionality, providing a way to quickly get to the features you need.
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Folder Tree
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The sidebar in PhonePad 4 has been replaced with a folder tree that conveniently shows all of your folders in one place, making it easy to access your folders at any time.
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Deleted Folder
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Messages that have been deleted are now stored in each user's Deleted folder where they can be easily undeleted if needed. The system automatically clears out any messages that have been in the Deleted folder for more than 14 days.
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Outgoing Messages
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You can now log Outgoing messages, giving you a complete record of interaction with your clients.
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Personal Folders, Public Folders, Group Folders
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Personal and Public folders are now grouped separately. Group folders can be set up by administrators so that only members of a group can access them.
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Groups
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Replacing the old Distribution Groups from PhonePad 4, the Groups option allows messages to be sent by a group simply by selecting or entering the group name.
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Caller Information
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Select a message and details of the caller appear on the Caller Information tab. This allows you to view contact details without needing to open the message.
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Preview
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Select a message and the Preview tab allows you to review the contents of a message before opening it.
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CallFlow
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View a history of all phone calls with a caller, both in and out, including follow up notes.
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Reminders
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Set reminders to remind you to follow up phone calls.
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Instant Chat
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PhonePad 5 includes an instant messaging application.
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Improved Message Lists
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The message lists are now faster, smoother and easier to use.
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Integrated Search in Message Lists
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Each message list in PhonePad 5 includes an integrated search feature, allowing you to quickly find a message.
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Reference Field
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Phone messages now have a Reference field that you can enter any text into. It could be a client number, patient number, file number, or whatever you like. PhonePad remembers these references so that they can be used in other messages.
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Category
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Phone messages now have a Category field that can be used in messages to categorize your messages. You are free to use categories however you wish.
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I Forgot My Password
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If you can't remember your PhonePad password when trying to login, you can click the I Forgot My Password link and have your password sent to you by email, SMS or Pushover.
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Maps for Caller Locations
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The Address Book has been expanded to allow you lookup and store the location of each callers address on Google Maps.
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Remote Access
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It is now easier to set up remote connectivity for users working out of the office.
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