 vicfer
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| Joined: 17 Jan 2005 |
| Total Posts: 7 |
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Hotline calls
Posted: 17 Jan 2005 02:12 PM |
Brian,
I have not even begun to use CenterPiece (waiting to get DSL equipment) but I wanted to know if there is a place in client managment to put in information on hotline calls. We get several calls and sometimes they will not even give us their names, but it would help me keep track of what my volunteers are dealing with. Thanks! |
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cbirdwell
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| Joined: 08 Sep 2003 |
| Total Posts: 183 |
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Re: Hotline calls
Posted: 17 Jan 2005 03:40 PM |
Hi vicfer,
Thanks for your feedback. I wanted to get a little more information on how you use these numbers. Do you want to be able to look into the database and view number of calls, items discussed, etc.? Do you want to be able to report on this? If so, what data items should the report include? Would this info need to be tied to the client file?
Thanks so much!!
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vicfer
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| Joined: 17 Jan 2005 |
| Total Posts: 7 |
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Re: Hotline calls
Posted: 18 Jan 2005 08:55 AM |
Carlye,
Yes, I would like to be able to look at the number of calls, items discussed, etc. I would also like to be able to report on these things. It does not have to be tied to a client file because so often they will not give their name. Although I would like to have info for follow up if that is requested such as sending them info, making an appointment, etc. Is that possible? Thanks! Vicki |
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cbirdwell
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| Joined: 08 Sep 2003 |
| Total Posts: 183 |
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Re: Hotline calls
Posted: 21 Jan 2005 04:16 PM |
Brian,
I talked with Vicki this morning and received more details. Here is the information that is currently recorded:
1. Date
2. Time
3. Volunteer/Staff Name
4. Caller's Name
5. Caller's Age
6. Previous Caller/Client - y/n
7. Referral Source
8. Topics Discussed (editable multi-select drop down)
9. Client's intentions before call
10. Client's intentions after call
Thanks,
Carlye
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ltrask
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| Joined: 01 Feb 2005 |
| Total Posts: 14 |
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Re: Hotline calls
Posted: 01 Feb 2005 08:59 AM |
Brian,
We, too, like to record not only helpline calls, but the daily calls we receive. Currently, I am keeping a separate handwritten log book, but it would be great if we could have a simple "note pad". Then each center could record their specific requirements without having to deal with fields, etc. I also have volunteers that struggle with the computer, so simple is better! |
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Re: Hotline calls
Posted: 01 Feb 2005 09:39 AM |
| Thanks for the feedback ltrask! I agree, the simpler the better. We do plan on adding this feature to a future version. I'll keep you posted. |
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