14.29 Creating Call Logs for a Customer File

Related Articles 6.7 Call Logs

Creating a Call Log for a Customer can be done through the Work Center and can also be done directly through a Customer's file.

From your Work Center Click on the Call icon  and you will be directed to fill in the customer information through a Search window.

When you have found the correct contact click on it and it will be added to the Call Log. From there fill in the details of the call. Set any reminders necessary for follow up and Save your changes. You are finished with adding a Call Log to a Customer from the Work Center.

Adding a Call Log to a Customer's file from their file is the second way a Call log can be added to a Customer's file.

Simply find the desired Customer and from the main toolbar within Customers click the Call Log icon.  It will be in the Collaboration section in the middle of the toolbar. Clicking on the Call Log icon will open the screen that will show any existing Call Logs that may already be associated with this Customer.

To start a New Call from there simply click on the New Call icon  found at the bottom right hand side of the screen to open the Call Log screen. From there add any details of the Call, create any Reminders necessary, Save your changes and you have added a Call that will automatically be associated with this Customer's file when you have saved your changes.

A view of the Call Log screen is below.

Save any changes when your details have been entered and you have created a Call Log that will be attached to a Customer File.