Things to consider

What is the best way of alerting the user that call call has happened ?

Usually this would be a pop up, but in some scenarios, it might be better to have the notify Icon flash in the system tray when there is a call to update.

See FlashInsteadOfPopUp.

What is the lowest call cost that needs to be recovered ?

This is a policy decision that will vary form firm to firm. In the case of an insolvency accounting firm, it may be important to disburse everything possible against the charge code and so all calls are changed.

In other cases local calls might not be considered worth chasing, and so only calls above the cost of a local call are changed. The threshold of a charging for a call might be set even higher, some firms only change calls over $2.50 for example.

See PopupCostThreshHoldAllowed to turn pop-ups on.

See PopupCostThreshHold to set the dollar value.

How much control over which calls are cost recovered should staff have ?

Should they be able to set their own pop up threshold, and if so, how high ?

See MaxmumMinimumThreshholdOfPopup

Should call alerts (pop ups) be queued when the PC is not turned on ?

If so for how long ? SHould this setting be forced on users or should they be able to adjust it ? Should it be queued back to when they last successfully updated a call record, or should it be set to go back to a specific date or point in time, for example at the beginning of the week or beginning of the month ?

See QueuePopupsWhileMonTelIsOff, QueuePopupsBackToRecordDate, QueueOnlyFromLastUpdatedRecord and to force these settings even if the users can change their background settings ForceQueuePopupWhileMonTelIsOff, ForceQueuePopupsBackToRecordDate and ForceQueueOnlyFromLastUpdatedRecord.

Should the staff be able to exit a pop up with out updating it ?

Part of the effectiveness of MonTel will be lost if users are able to easily dismiss their pop ups. And some users might expect that the call record will be gone for good if they can press 'Cancel', and if their call records are being queued, then it will only reappear later the next time they start their computer (or Notify).

Should they be able to close down MonTel?

See DontAllowUserToExitPopupThreshold.

Is there a firm policy with regard to the the format of matter or client codes ?

For example should they be in upper lower or Mixed case ?

Should staff be able to add new Matter and Clients to MonTel, or should these only be imported from an (external) accounting system.

Should staff be able to edit or change client or matter details in MonTel.

Should staff be able to or encouraged to make notes along side call records.

This mean do you want to use MonTel as a contact manager ? The answer should be no, if a contact manager is already available in the firm, or if the accounting system is used as a contact manager for all staff.

Should the pop up be the top most window ?

Should the users be able to change some of the settings for the pop up, and how much ?