Phone Log Overview
SapphireOne has the ability to integrate a PABX phone system and phone log directly into the data file. Currently, SapphireOne is running the SpliceCom telephone system.
As part of this integration, SapphireOne now maintains a log of all calls made from the data file, providing a convenient way for users to keep track of their communication history.
Phone Number Recognition in SapphireOne
SapphireOne has the capability to recognise telephone numbers entered in the appropriate data entry fields. When a valid phone number is entered, a green telephone symbol will be displayed next to it, indicating that it can be used to make a phone call directly from SapphireOne.
As shown in the screenshot above of a Client Invoice.
Dictation and Speech to Text Overview
SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.
This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.
Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.
Client Inquiry Details Page
In SapphireOne, you can easily make a phone call by clicking on the green telephone icon next to the client’s phone number. This feature is available once the telephone system is up and running, allowing users to make calls directly from any data entry screen within SapphireOne.
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