Create a phone message

Use Smokeball's phone message feature to notify a staff member that someone called for them. This feature gives you the option to leave detailed notes and the option to notify the staff member by email.

The phone message will appear in the Daily Digest and mobile app. It also creates a task, allowing them to track the activity.

Create a phone message from the home screen

Available on Smokeball Grow and Prosper+

Select Phone Message from the Smokeball Action Bar.

When creating a phone message this way, it's best practice to select the matter that this phone message relates to from the Matter field.

Create a phone message from a matter

Available on Smokeball Grow and Prosper+

Open a matter and select Phone Message from the Matter Action Bar.

Create a phone message in the web app

Available on Smokeball Boost, Grow and Prosper+

You can create a phone message from the web app or Smokeball Boost by selecting Add New in the top-left corner and selecting Phone Message

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You can also create a phone message directly from the Tasks section. 

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View phone messages

Phone messages are classified as Tasks in Smokeball, so they will appear in any Task views or task lists.

phonemessagetask.png

Phone messages directed towards a staff member will also appear in their Daily Digest.

If the Notify via email option was ticked when creating the phone message on the desktop app, the staff member will receive an email as well.

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