How to Use the SAS Flex Mobile App
The SAS Flex mobile app makes checking messages, listening to calls and making updates on the go easy!
In this article we'll discuss:
Downloading the Mobile App
1
Download the latest SAS Flex iPhone app
here, or download the SAS Flex Android app version
here.
2
Once downloaded, click on the app, enter your
Username and
Password, and then click
Log In. Check the
Remember Me box, and the app will store your login details.
Upon the first time logging in, the app will request access to your contacts. This will enable the app to link with any current contacts saved on your phone.
Navigating the Call Log
1
Once you are logged in, you'll be taken to the call log for the last 7 days. Tap on any call to bring up the call details.
2
To change the date range, tap on the filter in the upper right-hand corner and select the applicable filter.
Viewing Call Details
1
Upon tapping on a call, the
Details tab will show you the details of the call. At the bottom of your screen, you'll see options to
Call, Text or
Email the caller back.
2
Tapping the
More tab will allow you to
rate the call,
email the message details, or
change a tag.
Rating Calls
1
To rate a call after you've listened to it, tap the
Rate button within the More option of the Details tab.
2
Then tap
Add Rating.
3
On the next screen, add your rating for
Overall Rating,
Tone, and
Professionalism. Then add any feedback you have about the call.
4
Once a call has been rated, it will be displayed as such. If you want to re-rate a call, tap the
Clear button to reset the rating.
Emailing Message Details
1
To email message details to another staff member, tap the
Email Message Details button within the More option of the Details tab.
2
Then enter the email address(es) you wish to send the call to, as well as any additional notes. When you are finished, click
Send. The recipient(s) will get an email including your message as well as a direct link to the call in your portal.
Changing a Tag
To change the tag on a call, tap the Change Tag button within the More options of the Details tab. The tag will automatically change from New to Open when you open the call within the app, but you can reset it by changing the tag from Open to New, or apply any other tag that you've added
You cannot add new tags within the mobile app. To create new tags, check out
this article.
Adding a Note
1
Within the
Notes tab of the Call Details screen, you can add a note for other users within your Flex portal.
2
To add a note, tap
Add Note, type in the applicable note in the text box, then tap
Save. Other users will be able to view this note when they tap on the Notes tab of a specific call.
Listening to Calls
To listen to a call, tap the Listen tab within the Call Details screen and tap the Play button.
If you do not have call recordings turned on, you will not be able to listen to calls.
Additional Features in the Mobile App
Viewing call details isn't the only thing you can do in the Mobile App! Check out these articles to see everything the SAS Flex Mobile App has to offer:
