Front Desk

The Front Desk tools is the best way to search the system.

You can quickly search for a name by clicking on the address table, and then typing the name.  The system will wait for a split second to make sure that you have completed the entry, and then display all of the addresses where all of the words entered are found.  Clicking on any of the names, display the address and main phone, and all of the cases that are related to the entry.

The system will select the latest case, and show who is in charge of the case, and the status of that associate. 

 

Special Commands

Icon Tool Tip Meaning
Show History Displays the history of the work product entry
Document Management Displays the Document Manager for the work product entry
Add Thing To Do Creates a Thing To Do with the address book and work product entries
Add Appointment Creates an Appointment with the address book and work product entries
Add Phone Message Creates a Phone Message with the address book and work product entries
Front Desk Alert Alerts an associate re. the phone all or appointment

 

Front Desk Alert - Phone Call

When a Front Desk Alert is created you will be asked for the phone line where the caller is located, and the reason for the call.  The associate in charge of the work product entry is then alerted by the following screen:

 

Special Commands

Icon Tool Tip Meaning
OK Displays the work product entry, and tells the sender that the call has been accepted
Phone Message Tells the sender to take a phone message.

 

Front Desk Alert - Appointment

When the appointment tab is selected, and an appointment is highlighted, the system creates a Front Desk Alert for the appointment:

 

Special Commands

Icon Tool Tip Meaning
OK Displays the work product entry, and tells the sender that he/she will will out to greet the appointment
Wait Tells the sender to have the appointment wait
Escort Tells the sender to escort the appointment to his/her office

 

Who's Around

If the associate in charge of the case or appointment is not in, the front desk can route the alert to another associate by clicking on the Who's Around tab, after the case or appointment is selected.

This screen will display all of the associates in the office and their status.  The front desk can then click on any associate and proceed with the alert.

The system will automatically track each associate status, as they login and logout, however each associate can override the tracking by using the Check In/Out screen:

This screen allows for accurate information to be displayed at the Front Desk station, and thereby available to the clients.