An answer given on the phone, filed in the folder
The client answers, just not where you expected
You asked the question in the folder: oak parquet or tiles? The client answers in the evening on WhatsApp, or tells you on the phone. Their ID arrives by e-mail. Nothing wrong with that, but the folder is still waiting: the request stays "to do", the reminder goes out, and in three months nobody will know where to look for the choice.
You record the answer, in their name
On the request's card, whoever asked or the folder's responsible chooses "Record for…".
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What can be recorded
A decision's choice, a request's answer or refusal, an appointment's slot, a sign-off, a form, a piece deposited.
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Where the answer came from
Phone, WhatsApp or text, e-mail, in person, letter. You can attach the proof: the screenshot of the message, the e-mail, the signed document.
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The trace
The answer is the client's, and everyone reads under it "Recorded by Claire Martin, by phone". The folder's history keeps it too.
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The client is told
They get an e-mail saying what was recorded. If it is not what they said, they reply to that e-mail, and their reply reaches the folder.
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A piece deposited for them
Is accepted at once: you checked it when you filed it.
What it does not do
You only answer for someone who could answer themselves at that moment, and only once: a decision already made is not taken back this way. A sign-off recorded by the team remains the agreement of a named person, dated and marked as entered by you; it is worth no more than one given from the link, that is a simple validation. The AI assistant never records for anyone: only a person of the team does.
Read also
The sign-off and choice decisions say what each answer records.
The other features
Your next folder, with nothing lost along the way
Not the right time?
Get the link by e-mail and pick up later, from your computer.
One e-mail only, and your address is not kept.