Please note: To leverage the new features, your org must have PhoneTools installed from the Salesforce AppExchange.
We’re always striving to improve our solutions for you, and we’re excited to bring you a new release. Introducing PhoneTools 3.0! We have been hard at work enhancing the solution with additional functionality to improve your user experience and up your phone number screening game against the Telephone Preference Service (TPS) and Corporate Telephone Preference Service (CTPS).
Here are the key updates that we will cover in this article:
- Introducing new traffic light colours and icons: enhancing status clarity
- Improved UI: sleeker design and enhanced functionality
- Quality of life enhancements: smoother setup and user experience
- Release notes
- How to upgrade
Let’s dive in!
Introducing new traffic light colours and icons: enhancing status clarity
- Updated traffic light icons to reflect a clearer status for each phone number
- Introduction of new status indicators to streamline understanding
- Revised existing icons to eliminate ambiguity and reduce the need for additional actions
Benefit: Greater transparency and efficiency
The overhaul of traffic light icons in PhoneTools 3.0 offers a more intuitive way to assess the status of phone numbers at a glance. By clarifying and updating these icons, users can now quickly and accurately understand each number’s status without needing extra steps, leading to more efficient workflows.
To see the full list of changes in the icon statuses and their meaning, please refer to: Link
Improved UI: sleeker design and enhanced functionality
- Updated header and card design on the PhoneTools component for a more coherent appearance
- “Screen Phone Numbers” button relocated to the header of the component and renamed to “Screen”
- Next Screen Due date format now aligns with user’s locale settings for consistency
- Introduction of telephone hyperlinks for screened numbers not in databases, allowing desktop diallers to quickly dial from their desktop applications and speed up their outbound processes
Benefit: Enhanced visual appeal and increased efficiency
The recent updates to PhoneTools deliver a more polished and cohesive design, making the interface visually appealing and easier to navigate. By aligning date formats with user locales and introducing telephone hyperlinks, we’ve streamlined the process for outbound calls, enabling faster and more efficient communication.
Quality of life enhancements: smoother setup and user experience
- Retirement of legacy features to simplify setup and reduce complexity
- Minor improvements to the administration page for easier navigation
Benefit: Streamlined setup and improved intuitiveness for users
The latest release brings significant quality of life enhancements to PhoneTools. By removing outdated features and improving the administration page, we’ve simplified the setup process, making it easier for new users to get started. These changes reduce obstacles and streamline system management, resulting in a hassle-free experience for all users.
Release notes
To see the full list of enhancements and improvements, please refer to the Release Note.
How to upgrade
Upgrade to PhoneTools 3.0 now!
Before upgrading to version 3.0, you will be required to install version 2.10 [Bridge]. You can find the relevent installation links next to the version in the release history.
Once version 2.10 [Bridge] is installed, simply install the latest package from the Salesforce AppExchange to access these latest features.
Start using PhoneTools for free
If you aren’t using PhoneTools already, you can get started with all the latest features for free! Screen your phone numbers on up to 250 records each month against the TPS and CTPS lists at no cost.