Episode Transcript

Office Manners
Episode 38: Monday, July 21, 2008

Hello and welcome to Modern Manners Guy’s Quick and Dirty Tips for a More Polite Life. Today we’re pleased to have guest writer Trent Armstrong’s help answering a listener’s question. Pam writes:

When answering a call at the office and the caller asks for a co-worker or your boss, is it still polite to ask for the name of the person [who] is calling? It used to be considered impolite to just hand the phone to someone without telling them who was on the other end of the line. Now I'm told that it's impolite and a privacy issue to ask for the caller's name? I should point out that this is not a rule handed down by the employer. It seems to be a new rule created by a co-worker. I'm wondering if there is any validity to it.

Thank you,
Pam

A reminder to our listeners that this podcast is generously sponsored by GoToMyPC, whose continued support helps make this show possible. If you’re heading out on your vacation, but still need to check on things in your office while you’re away, GoToMyPC makes it possible to get to all of your programs and files from any Internet connected computer. With GoToMyPC, you can leave your computer at home and have one less item to juggle when going through security at the airport, yet you’ll be able to see and use your office desktop remotely from any Internet connected computer, just as if you were sitting in your office. For a free 30-day trial, visit GoToMyPC.com/podcast. Once again, that’s GoToMyPC.com/podcast for your free 30-day trial.

Listener Pam asked about the rules for answering the phone for someone in an office environment. Specifically, she is curious as to whether she is invading anyone's privacy by asking for the caller's name? First of all, thanks to Pam for listening and taking the time to write in.

Secondly, a word of education to your caller: it is generally polite to state your name, your company if it is a business call and ask if you may speak to the person whom you are calling. You might say something like, “Hello, this is Modern Manners Guy from the Quick and Dirty Tips network. May I speak with Grammar Girl, please?” You also might first inquire as to the well-being of the answerer and if it is a business call you might also succinctly add the purpose of your call. If you know that you’re calling a direct line, you might begin by asking, “Hello, am I speaking with Grammar Girl?” and then continue with your introduction.

The other side of that coin is the greeting used when answering the phone. Generally, being concise is best. If you are answering a company’s main number, then something to the effect of, "Thank you for calling Quick and Dirty Tips, Modern Manners Guy speaking. How may I direct your call?" After receiving directions from the caller, ask , "...and who may I say is calling?" Just keep in mind that short and sweet is the way to go. But to directly address Pam’s question, it is appropriate and polite to ask the name of the caller, and the polite caller should give it to you in advance of your needing to ask.

While the business world isn't always suited to long pleasantries, a certain amount of civility is in order. And managing phone calls well helps a business run properly and gives customers a good impression of the company. The receptionist (or whoever has been tasked with answering the phones) is also the first line of defense. It's important for this person to get enough information from the caller so that anyone else who speaks with the caller is not caught off guard and is ready to handle the call appropriately. If the caller happens to perceive this as a violation of privacy, then it is the caller who may need a lesson in manners. If there is some special circumstance why a caller is very uncomfortable giving his or her name, then the caller should politely explain the situation and why he or she would prefer to remain anonymous.

Remember that you should always strive to be polite on the phone and you might even find that you get better and faster service.

So here’s hoping that all your calls are answered politely, and thank you for listening to Modern Manners Guy's Quick and Dirty Tips for a More Polite Life.

Transcripts of this show can be found online at manners.quickanddirtytips.com, where you can also get a link to your free 30-day trial of GoToMyPC.

Send your question and comments to manners@quickanddirtytips.com Or leave a voicemail at 206-666-4MrM. The Modern Manners Guy is part of the Quick and Dirty Tips Network, which is releasing its first book July 8--Grammar Girl's Quick and Dirty Tips for Better Writing. Buy it now at Amazon.com.

Finally, thanks to our guest-writers from another great manners podcast, The MannersCast, available at mannerscast.com.


Comments (8) for Office Manners |  Subscribe to Comment

Thad Says:
9/3/2008 4:58:22 AM
Not to be rude, but no one has gotten it quite right yet. ;-) When a caller says, 'May I speak to Bob?" You reply by saying, "Yes, may I tell him who's calling?" This way, you've answered the caller's question BEFORE asking one of your own. The caller can feel confident that they will get to speak to Bob or be given a valid reason as to why they cannot at that time. Works every time!
Rebecca Winters Says:
8/4/2008 8:37:18 AM
Judith, I would give a simple, friendly answer such as "Doing well, and yourself?" This brief small-talk can then (we hope) give way to whatever be the real purpose of the conversation. Some callers do seem to want to chat and that can be problematic. I myself am still learning how to politely untangle myself from customers who would take up a great deal of time with chitchat. There is surely an art to this. However, I suspect most of your callers are being polite and nothing more.
Rebecca Winters Says:
8/4/2008 8:34:57 AM
The answer is to ask your boss or supervisor what the procedure should be. As Marc noted, some companies and individuals do not want callers queried on who they are... some have even been known to fire secretaries who ask such things! So find out what the policy is for your workplace and you're sure to do okay.
Judith Says:
8/1/2008 12:37:31 PM
I just moved to the South and callers here often says "Hi, How are you?" without identifying themselves and then pausing, like I'm supposed to answer. I haven't figured out a polite yet professional response. Any tips?
Marc Says:
7/30/2008 7:01:39 PM
I used to work for a company that actually told us we were not allowed to ask who was calling. As we didn't want our customers to feel like they would not be routed to someone if they "weren't the right person" calling. Supposedly even the President of this national retail chain did not have his secretary ask who was calling. Not sure if this is still the case today.
jen Says:
7/29/2008 10:05:17 AM
i am an office amnager, and we get many calls from telemarketers & solicitors of all kinds. i always ask who is calling, and weed out the sales calls. if i handed all those calls to the boss, he would never get any work done. and i find that it's the telemarketers who seem to be annoyed by this. our real customers are happy to tell me who they are, and what they need.
Pam Says:
7/23/2008 6:26:14 PM
Thanks Modern Manners Guy! I am relieved. It really bothered me and just seemed so rude. Calls are handled much more politely in our office now. :)
Mike Says:
7/23/2008 7:25:04 AM
"With GoToMyPC, you can leave your computer at home and have one less item to juggle..." one fewer*

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