Yet another new update.

New update to the Callmaker Dialer:
Field checks for orders and bookings
Create your own fields as admin
Keyboard shortcuts – call, set outcomes, etc.
E-sign verification receipt – an SMS reply generates a receipt
Better search for agents
Autopilot now supports export to link
Search archived lists
Booking with personal callback
Further system improvements – faster

Field checks for orders and bookings
We can now set a check on fields so that they must be filled in before the agent
can place an order or booking.
So imagine an agent is selling something to a customer and you need
the customer’s personal identity number to complete the order.
You can now set a check on the personal identity number field so the agent CAN’T forget to
note it on the customer card. This can be set on almost any field.

Create fields
As an admin, you can now create the fields you need yourself from the layout editor. For
most purposes, string is the recommended field type. If you need more
options, there’s an advanced mode.

Keyboard shortcuts
We now have a new feature in place that I know a number of customers have asked for:
keyboard shortcuts, which let agents control much more from the keyboard.
Hold down CTRL + ALT to open the menu.
Admins can go to “Settings->Keyboard shortcuts” and choose which functions to
bind and to which key.
The thing to remember is that it’s always “CTRL+ALT+key”.

E-sign verification receipt
The e-sign feature released earlier this year has had a few additions. You can now
generate PDFs of the agreement.
This verification receipt can be downloaded from order search and, if you like, sent automatically
to the customer by SMS.

Better search for agents
Previously, when agents searched within a project, they searched the whole project. Now agents can
choose which campaign to search in.

Autopilot now supports export to link
The Autopilot feature released earlier this year has gained a few more functions.
You can now export to a link, and the link is used for SMS
It’s the same function used to send the e-sign verification receipt to the customer, but it can also
be used to, for example, send the week’s statistics to your mobile number every week.

Search archived lists
If you’ve ever searched for a customer card in an archived list, you know it can be
hard if you don’t know exactly which list the customer card is in, or if you have many archived
lists. Now you can choose to search all archived lists without selecting them one by one.

Booking with personal callback
Previously, you could enable a setting so that an order also sets the customer card as a personal
callback for further handling. This setting now works for bookings too.

Further system improvements
We work continuously to optimise and update the system so you get the best possible
experience. The system should feel snappier, and we now have more
performance headroom on the servers after a nice hardware upgrade!