Phone log — missed calls get followed up and bank texts go into the books

What changed

Until now only calls through the phone system (Issabel/Asterisk) were recorded. Now a colleague's mobile reports too:

• Every call with a customer — in or out, an ordinary line or WhatsApp — is logged on their file with its length; an unknown number becomes a new lead of the business.
• A missed call opens a "Call back" follow-up for whoever works that customer, announced at once; the first call that reaches the customer closes it on its own. This works for missed calls on the phone system too.
• A customer's text goes on their file, and an incoming SMS waits in the inbox for an answer.
• A bank text (deposit, withdrawal, transfer, with the balance) is read, turned from rial into toman and filed into the books as a bank statement line, for the accountant to turn into a voucher like an imported statement.
• One-time codes, adverts and personal texts are not kept.

How to use it

1. Under "Today", open the "Phone log" tab and go to "Phones".
2. Name the phone, pick whose it is and press "Add the phone". Put the address and secret it shows into an SMS and call forwarder on the phone (SMS Forwarder, Tasker or MacroDroid) — the secret is shown only once.
3. On the same card, pick the bank account bank texts go into and press "Save".

4. The "Bank texts" tab lists every deposit and withdrawal in toman, marked "In the books".

Good to know

• Calls and texts are open to anybody who can see customers; bank texts only to seats that read billing; setting up phones only to someone who manages the business.
• To keep strangers out, switch the phone's card to "Only numbers we already know".
• What a customer said comes from a call's recording: the phone system's, or one uploaded on the customer's file.
• "Download as a spreadsheet" exports calls, texts and bank texts.