New Customer Requirements Template

[Rob Harvey]

Before I try and re-invent the wheel ... Perhaps I should ask if anyone has a handy template for documenting the requirements of a new customer?

I've started putting something together to try and make sure I collect all the info I need about extensions, call flows, security settings, etc. so that I'm not guessing or going back to the client with additional questions.

If no-one has one already - are there others interested in using and improving on whatever I put together?

-Rob

 

[Andyshawn]

I don't have one, but I would like to get a copy of any sample template that other members are using now.

 

[Marari]

I'd be interested in collaborating with you on this.

 

[Rob Harvey]

I found this: https://www.onsip.com/blog/hosted-pbx-setup-design-a-phone-tree which is a nice looking template for documenting the auto-attendant.

That's part of the job! If I find or write anything else I'll pop it in here as well!

 

[Andyshawn]

Thanks for sharing. I'll check it out.