6.7 Call Logs

Jun/3/2007

Call Logs are an extremely important part of work flow processes. Every business that has incoming and outgoing calls needs to be able to track those calls. As an example, in the IT Industry tracking calls is important for sales and even more important for tracking service and support calls. Making sure any support issues have been resolved an closed is just as important as a call that results in a new Customer.

In Tradepoint Call Logs can be found in multiple sections. Call Logs are linked with Tradepoint email and with the Collaborative Schedule minimizing the number of clicks you have to make regardless of where you are at in your work flow process. If you are responding to emails and make an outbound call then entering the customer information and completing the call will automatically link that Call Log to the appropriate Customer. Tradepoint is also TAPI ready and will integrate with most phone systems on the market allowing all incoming and outgoing calls to be tracked through Tradepoint.

Below is a screen view of the Call Log section. This screen shows where call logs will be listed showing the date and time of the call, the topic the call was about and what employee tool or initiated the call.

Each Call Log has a reference number automatically generated and is time/date stamped with the User Settings of the person who is taking or initiating the call.

Reminders can also be set by clicking on the arrow next to the date at the bottom of the middle of the window and bringing up the calendar enabling you to choose a date that you will receive a reminder to follow up on this call log.

From the Call Log window additional notes and documents can be stored, tasks can be created and orders taken simplifying your work flow process by having the additional functionality available through the Call Log Screen.

Products Involved can be tracked if they are added to the Customers 'Products Owned' list. When there are Products in the 'Customers Owned' list the drop down menu in the 'Products Involved' will be live and you will be able to attach Products from the drop down list in the 'Products Involved' list.

When the 'New Call' icon in the lower right hand corner is clicked the screen view below is opened and a complete Call Log can be entered.

Each Call Log has a reference number automatically generated and is time/date stamped with the User Settings of the person who is taking or initiating the call.

From the Call Log tool bar additional notes and documents can be stored, tasks can be created and orders taken through any of the icons in the tool bar above. This is designed to simplify your work flow process by having the additional functionality available through the Call Log Screen.

Any Products Involved from a Lead can be tracked if they are added to a Lead before they are moved to the Customers section. Within Customers any Products Involved will be transferred to the 'Products Owned' list. When there are Products in the 'Customers Owned' list the drop down menu in the 'Products Involved' will be live and you will be able to attach Products from the drop down list in the 'Products Involved' list.

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6.7 Call Logs

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