CallSmart Dashboard User Guide

Overview
This user guide explains each section and feature of CallSmart Call Logs / Dashboard

CallSmart - Dashboard

Status
Ready means that the CallSmart user interface in LEAP has successfully connected to the CallSmart service in your local region
Active Call means that a call has been established and is being successfully managed between the CallSmart user interface and CallSmart platform in the local region
Ringing means that an inbound call has been detected. The user will be presented with an Incoming or Transfer popup displaying the caller ID and matched contacts and matters.
Failed means that the CallSmart user interface has been unable to establish a connection to the CallSmart service in your local region.

Allocating Calls

On occasions you may find that a call is made or received however it was not allocated to a matter for billing or time reporting. The CallSmart Call Logs provides an easy way to allocate these calls with a few clicks.

Simply click Allocate next to the call you wish to allocate to a matter, CallSmart will scan LEAP for the caller ID for any contacts and active matters.

For calls that just require a Time Entry, select the appropriate Activity Code and Rate, then click the Time Entry stopwatch.

If a call requires additional information, you can click Time Entry + Comment to be presented with a new Comment text field to add any additional notes to the Matter via a comment.

Inbound Calls

Caller ID Matching
When a new inbound call is received, CallSmart will attempt to identify the caller automatically by searching the LEAP Cards and Persons. 

If one or more matches are found, each individual match will also be searched for any active matters. Any matches will be displayed in the Incoming Call popup.

If no matches are found or a number is incorrectly matched, you can search by a contacts Name, Email or Phone number.

Time Entry
Having identified the contact and the appropriate matter, simply click on the Stopwatch icon/button to open a new CallSmart call window.

Call Screening
If you are waiting for an important call, and receive a different call, you can click Send to Voicemail to pass the inbound call straight to your voicemail mailbox.  The caller will hear the Busy greeting message, if setup.

Active Calls

If you have answered a call without having CallSmart or even LEAP open, you can easily pull the call into a new CallSmart window by clicking the Active Call in the top panel of the CallSmart Dashboard. CallSmart will then scan LEAP for the caller ID matched to the current active call and present the matched contacts and matters in a Active Call popup.

HELP!
If you are ever having trouble with CallSmart, you can always click on the Help button down the bottom left and seach for an answer to your query. 

If you continue to have trouble finding an answer, or something just isn't working, click Contact us, pop in your details and a description of your issue and click Send to let our Helpdesk staff know to get in touch.