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Telephone Message Template Exchange

PostPosted: Sat Jun 15, 2013 1:26 pm
by psichel_adm
Phone Amego allows you to use simple templates to help organize your notes when a call comes in.
See http://www.sustworks.com/pa_guide/contactCard.html

The fields you can specify are:
Code: Select all
{date}             a formatted date string
{contact}          the name of the calling or called party
{CIDFormattedNUMBER}  the phone number of the calling or called party
{me}               the owner of this Mac or person taking the message
{company}          the company (if any) of the calling or called party

Responses to this topic can be used to share useful templates.

template: While You Were Out

PostPosted: Sat Jun 15, 2013 1:30 pm
by psichel_adm
Code: Select all
WHILE YOU WERE OUT
{date}
Message For:                Taken By: {me}

Name: {contact}  {cidFormattedNumber}
Of: {company}
[   ]   Telephoned         [   ]   Returned Call
[   ]   Please Call         [   ]   Will Call Again
[   ]   Important            [   ]   Please See Me

Message:

Template: Quick Note

PostPosted: Wed Jun 26, 2013 10:50 pm
by DougMcCready
Quick Note

Entry Date: [date]

Note:

-----[ plist File Contents | Filename: Quick Note.plist]-----

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
<key>templateText</key>
<string>Quick Note

Entry Date: {date}

Note:
</string>
</dict>
</plist>

Template: Discussion Summary / Follow-up Actions

PostPosted: Wed Jun 26, 2013 10:54 pm
by DougMcCready
Discussion Summary / Follow-up Actions
Entry Date: {date]
Name: {contact}
Company: {company}
Contact: {CIDFormattedNUMBER}

Discussion Summary:


Follow-up Actions:

1.
2.
3.


-----[ plist File Contents | Filename: Discussion Summary & Follow-ups.plist]-----

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
<key>templateText</key>
<string>Discussion Summary / Follow-up Actions
Entry Date: {date}
Name: {contact}
Company: {company}
Contact: {cidFormattedNumber}

Discussion Summary:


Follow-up Actions:

1.
2.
3. </string>
</dict>
</plist>