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The terms they are a changin’ – an update on going beyond “calls”

Awhile back we shared our intentions to make some changes to the terminology we use when talking about certain iCarol features and capabilities. Namely, referring to “callers” or “calls” as the standard when talking about the people served and how you serve them. Before we go any further, let’s backup and review…

Recap – Why the changes?

iCarol was inspired by the volunteer experiences of our founders in a helpline environment, which were, at the time, very much rooted in call taking as the method of engaging with and helping people in need. Over the years, new technologies that lend themselves to different and expanded ways of communicating only grew in popularity and availability, and iCarol adapted as a result by enabling into the software communication channels like Live Chat, Texting/SMS, and connecting clients with services through a public website, for example Online Forms and the Public Resource Directory.

The fact is, iCarol is such a flexible solution that since the very beginning our customers have used it for far more than just phone-based work. But, much of the terminology we use when talking about our software centers around calls. For example, the functionality used to document interactions with clients and collect necessary information has historically been called “Call Reports” or “Call Report Forms,” and the area of your system where these interactions are logged is titled “Calls.” There are other examples like “Caller Profile” and “Phone Worker” being used throughout our public website and web application (aka “web app”).

We want to be more inclusive and consider the broad scope of how iCarol is actually used by our clients by using terminology that actually reflects its full potential. It’s important that we do this so that our current customers feel their work is understood and respected by the iCarol team, but also so that potential clients understand that iCarol is the solution for them, and ensuring they don’t mistakenly think its capabilities are limited and can’t meet their organization’s needs.

What is changing?

After surveying our clients and having internal discussions, we have settled on some new terminology to transition to:

    Current term New term(s)
    Calls (as seen on the left main menu of iCarol) Contacts
    Call Report or Call Report Form Contact Form/Contact Record
    Caller Profiles Profiles
    Phone Worker Vol/Staff, Volunteer or Staff, Worker
    Caller Help seeker, Person in need, Client
It’s important to note that these changes are cosmetic only, and none of these changes should impact the way iCarol works or how you use the software to complete tasks.

When will these changes occur?

We have already begun making changes throughout our public website to reflect the broader scope of how people can and do use iCarol. You may also notice these newer terms on our blogs and other public-facing content, and they may be used by members of our team when they’re answering your questions or working with you on Support cases.

In regards to the iCarol software that you sign into and use each day, changing terms there will take longer to implement. We are still in the process of analyzing all the areas that need to change, and we will then decide what areas to prioritize and organize our efforts before any changes will begin. When we do begin changing terms in web app, you will find these changes will happen in phases and for a time there may be some inconsistencies, i.e. some pages use the new terms while others still use the old ones. We appreciate your patience through the process. When we know more about when you can expect to start seeing these changes in iCarol, we will communicate that on the blog and the iCarol Dashboard.

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Dana

Dana joined the iCarol team in 2013 after 12 years of direct service and administrative duties at a suicide prevention, crisis intervention, and empathetic listening helpline that also served as a 2-1-1 information and referral service. As the Communications and Social Media Manager at iCarol, you’ll find her presenting Webinars, Tweeting, Blogging, Facebooking, and producing other materials that aid helplines in their work.
In her spare time, Dana enjoys birdwatching, gardening, animal caregiving, and spending time with her family.

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