Beyond - Message Logging

Why Should You Log Messages?

Message logging is often brushed over or set aside but can be extremely helpful to you and your team. You can log messages on employee, customer, order, and assignment records in Beyond. Here are some reasons our team recommends utilizing the message logging options: 

For Productivity Reporting

Messages are both searchable and reportable. That means you can see averages for your team as well as drill into specifics on which of your reps are doing what each week. This is a great way to see what methods of contacting your clients or prospects seem to work as well as employee call trends, etc. If you are utilizing message action codes, you can see how many emails, phone calls, no shows, etc. you have had within a specific time period. 

Check out the following default reports that contain message information: 

For Unemployment Claims

Wouldn't it be nice to have an up-to-date record that showed every time an employee was offered a position and declined or every time they called in late or never showed up? That's exactly what messages are for! Logging these incidents not only shows your staff if there are reoccurring themes for some employees but can also show if the employee has actually be offered different positions and is just declining or not showing. 

For Creating the Best Experience for your Customers, Contacts, Employees, and Internal Staff

Message logging helps keep track of conversations your service reps are having with different people your company works with. So when you log a message that you left a voicemail for someone and they call back, a different service rep can pick up where the last one left off. This means better work-life balance for your recruiters and sales teams as well as better experiences for your employees and customers. 

How to Log a Message in Beyond

Messages can be found on the Employee, Customer, Contact, Order, Assignment, and Prospect Records from the visifile and from the Messages Tab. 

To Log a Message:

  1. Navigate to the Messages tab or the Visifile card on the record you want to log a message for
  2. Select the + to add a new message From the Visifile From the Messages Tab
  3. Enter the following information: 
    • Write down your notes about the call/email/interaction/etc. 
    • Select an appropriate Action code 
    • Optionally, link additional related records 
    • Optionally, select the checkbox to create a follow-up task 
  4. Select Submit

*Note* Message Action Codes are created and managed by your admin in Enterprise. The default message action is typically just "Message" but we recommend using more specific codes to help with reporting and searching options. 

For example, logging a "Late" message when someone calls saying they will be late or "1st AR Call" when you call a client about an invoice so you know more specifically what kind of call happened. 

*Note*  Messages in Beyond have a maximum length of 7000 characters. Please limit length to this to avoid an error message. 

Linking Records

When you log a message, you have the option to link additional related records. For example, you might be logging a message on a customer record and want to link the contact you talked to so the message will log on both. 

Beyond automatically links the following:

  • When logging a message on a contact record, Beyond will link to the related customer record
  • When logging a message on an order, Beyond will automatically link the customer record
  • When logging a message on an assignment, Beyond will automatically link the related employee, customer, and order record

Select the + to link a record

Select the record type you want to search for (ex. contact or employee) & enter any additional search criteria before selecting search:

Select the record(s) you want to link:

Select OK to finalize your options or click on the searching for option in the upper left to change your search. 

Searching by Message

There are a lot of advanced search options you can utilize to search for records by message. 

Here are a few examples of searches we like to run: 

Searching for Available Employees - 

Prospect Customers without a Proposal That We Have Not Called Yet This Year(2020) - 

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