Workbook – General – Visitors
Some businesses have a visitor book or visitor register in which basic details are entered by the person who is visiting the workplace for some reason or other.
In SapphireOne system there is now an electronic function that can take the place of this visitor register.
Visitor area
The first and Surnames may be entered as well as some basic details about the visitor to the site.
The Company they work for, Their Email address and a Phone number may all be entered if required.
The Dates and Times that they arrive and leave may also be recorded. A Contact ID may be entered in SapphireOne if they have a local contact within the company.
Host Area
A Name and User ID may also be entered if someone at the company is hosting them.
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.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.