Everything you need to know about navigating your PaxVoice dashboard, understanding your call data, and customizing your view.
Accessing your call data takes just a few seconds. Your PaxVoice portal is secured with a unique access code provided by your account manager.
Your dashboard displays every call as a row in the Call Records table. Here is what each column tells you:
Narrow down your records to find exactly what you need using the filter buttons above the table.
Date Filters
Use All, Today, Last 7 Days, Last 30 Days, or Select Date to view a specific range.
Export to CSV
Click Export CSV to download the currently filtered records for use in your own spreadsheets.
If your business has multiple stores or locations grouped under one login, you will see a dropdown next to the PaxVoice title in your dashboard header. Click your account name to reveal the list and instantly switch between them without logging out. Agency-level codes can switch across every connected client from the same menu.
PaxVoice dashboards are fully customizable. Beyond the standard columns, we can enable up to four additional columns tailored to your business. Just let your account manager know which ones you would like and how you want them labeled.
BDC
Track Business Development Center activity with a customizable set of options tailored to your workflow.
Name
Display the customer or contact name associated with each call for quick identification.
Representative
Attribute calls to a specific representative from your own configurable list of team members.
Other
A flexible, fully custom column you can label anything you need for your unique reporting.
Tip: Custom columns can be turned on or off at any time, and each one can be given a custom label and its own set of selectable options to match your reporting needs.