Keep Notes in Your Conference Account

Since you know how to download your CSV files for your conference information, I'm going to tell you about another neat included service that you have in your account. Did you know that your conference call history is a note taking machine waiting to happen? Conference calls can often be jam packed with information and when you have multiple conferences in a single day, they all start to run together.

Our call notes system helps you keep track of the information or action items you need to take based on a conference call. Here are some of the ways our customers are using the system.

Using the Same Conference Codes

Since our codes can be used again and again, the history stores everything by the name, date, and time. Using the conference code notes system lets our customers go in and mark "call with client X" or "sales meeting".

Track Moderators

Even if it's not needed to track what the subject matter of the conference was about a lot of our customers use the notes system to keep record of who initiated the conference.

Next Steps

Once a conference is over, go to the notes section and add in the actionable items that were taken away from the conference call. You can leave yourself a to-do list based on the conferences in your account. You can also leave it as a note for your assistant or IT Manager. Let’s say it is time to issue new codes on the conference line, you can leave a note for the person who manages that to prompt them to go in and make the change. "Needs new conference codes for security" is a great way to let the person who manages your conference account know that some things need to be changed.

Are you using the note taking system or is it new for you? We've found it to be beneficial for our customers as well as to how we stay organized here. How could you see yourself using the system or how are you using it?

Bonus

If you have one of our toll free forwarding numbers, you also have access to this system. Keep notes on who you talked to, what you talked about or information that is contained in a saved fax. If you're going back later on to check and see if a document or phone call has been received, you can scan the notes and make sure that you've done what you need to. We use the system internally to keep track of what customers have sent us. Since we all take care of the faxes received into our office leaving a note on it also lets us know that the fax has been looked at by another operator.

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