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On Deck: New Call Report Form Editing Tool


One of the greatest benefits of using iCarol is the ability to collect important data from the interactions you have with clients. Whether those interactions take place over the phone, via live chat or texting, or even in person, iCarol helpline software helps you collect exactly what you need using our customizable Call Report forms.

For awhile now, those with Administrator security permissions have had access to some tools that let them make some small changes. For example, they can change the name of a category or sub-category. They can also add items to a drop-down or check box list, and deactivate items that they no longer wish to appear. But we understand that many of our users have been eager to control and change even more on their own, without needing to contact our support team.

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This year our team spent a lot of time planning and mapping out how to give you more controls over Call Report form editing, and we’re excited to say that next week we plan to deploy a new tool which will greatly expand your options, so you, as an Administrator, will be able to edit nearly every aspect of your forms. Add, move, and deactivate categories, groups, and fields. See the impact of rearranging items in real time. Set up your own if-then field relationships.

What will this mean to you? Well, in the time it takes to submit a support request to our support team, you’ll be able to make your own changes. If you need to make timely changes, or changes that need to occur on a weekend or holiday, you’ll now be able to make those changes at those exact times since you directly control them. No more lag time between when you want it and when it’s complete, and no more wondering how it might look. We’ll of course offer short video tutorials and help articles to help you get the most from this new tool. Watch our blog and dashboard for more details, and the launch announcement, next week.

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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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