The Call Box is the central hub for managing incoming and outgoing calls within P3’s Telephone Integration. It not only displays call information but also provides quick controls to help your team respond effectively.

This article provides an overview of the Call Box features, with a focus on how Tags can be used to enhance call management.

Call Box Location

The Call Box can be displayed in two places:

• At the top of the Call Summary Dashboard
• Within the Active Call View

This is a global company setting, so your team will have a consistent view no matter who is answering calls.

Call Box Tags

Tags allow companies to create custom identifiers that display directly in the Call Box. These tags help your team quickly recognize key information about a caller or service location.

Use Cases

Tags turn the Call Box into more than just a call display—it becomes a decision-making tool. By providing quick insights about the caller, your team can:

1. Extension Identification
   • If a customer keys in an extension number, the Call Box will show who the customer is trying to reach.
2. Service Agreement Customers
   • Apply a tag so dispatchers instantly know the customer has a service agreement, ensuring the correct pricing and response.
3. VIP or Long-Term Customers
   • Highlight your most valued customers with a tag, so your team knows to prioritize them.
4. Zip Code Tags
   • Display a customer’s zip code to help dispatchers schedule jobs efficiently on the calendar.

This makes it easier for dispatchers and office staff to quickly prioritize calls.

Manage Customer Record Tags Display

• Settings
• Telephone Integration
• General Settings
• Incoming Calls - General Display
• Display Customer Record Tags.

Screenshots

Navigate to Call Box Tags Setting