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New Call Report Form editing tool – Available now!

Starting today, administrators have editing control over nearly all aspects of call report forms. You can add all new categories and sub-categories, and arrange them where you like. Create pop-out categories that only appear when a certain field is chosen on the form. Add new options to your check box and drop down lists, custom order them, and remove options you no longer wish to appear. These tools and more are now at your disposal, giving you more control than ever before. 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. No more wondering what a change will look like — you can see it onscreen and adjust as needed.

Administrators access this tool on the main calls page by clicking a new button called “Manage Call Report Forms” found near the “New Call Report” button.

Manage Call Report Forms

Controls are easy to use and straightforward, with help tips available throughout when you hover over the different controls.

We want to make sure you understand how to use these tools, and so our team has prepared lots of resources for you to use. To get the most out of this new tool, we strongly suggest you read our a downloadable user guide you’ll find after you click the Manage Call Report Forms button, when editing one of your forms.

Call Report Admin Editing Tools Guide

We’ve also added nearly two dozen focused Help Articles located in the Help section. And, beginning with the release of iCarol version 2.25 scheduled for release on Friday, there will be many help videos to watch as well.

Prefer to learn via webinar? We’ll have several available, the first of which is happening this Thursday at 3pm EST. Find out more about what we’ll present and sign up for the time most convenient for you here.

We sure hope you love these new controls and capabilities, and that you’ll find value in being able to make these additions and changes without needing to submit support cases.

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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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