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Call Report Editing control at your fingertips

By now we hope you’ve heard the news that iCarol recently released an expanded, robust set of tools that give you more control than ever over your Call Report forms, used to document the critical data captured during client interactions.

BlogHave you tried the new form editor yet? This tool lets Administrators have almost the same level of control as the iCarol support team. In fact, your tools and the tools our Support team use are extremely similar.

You can now bypass our Support team for most tasks, including things like adding new Categories and questions, and in the time it would have taken to submit a request to make a change, you can now make that change yourself and see the results on your forms instantly. This may be particularly helpful for when you need to respond quickly to rapidly developing events like disasters, or if changes need to occur outside of normal business hours, like weekends or holidays.

We’ve held two webinars so far to walk through this new tool. Thanks to all those who’ve participated – if you haven’t joined one yet, please stop on by. The last one on this topic is scheduled for December 2nd, 2pm EST and you can register via the link below.

Register now!


Dana joined the iCarol team in 2013 after 12 years of direct service and administrative duties in the Helpline Industry. You'll find her presenting Webinars, Tweeting, Blogging, Facebooking, and producing other materials to help others learn more about iCarol.

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