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1. Accessing Calls for a Contact

Calls are logged from within an individual contact record.

  1. From the main navigation menu, open Contacts.
  2. Locate and open the required contact record.
  3. In the contact record, open Activities.
  4. Select the Calls tab.
Accessing Calls for a Contact
Making a Direct Call to a Contact
Making a Direct Call to a Contact
Making a Direct Call to a Contact
Making a Direct Call to a Contact

2. Making a Direct Call to a Contact

call to a contact.

  1. From the calls tab click on Actions
  2. From the dropdown options select Make a Call
  3. Choose the campus phone (in case multiple campuses exist)
  4. Press the button Make Call
  5. You might be prompted to allow access for Microphone
  6. Once you complete the call click on Hang Up
  7. Add Call Status (Complete, Busy, No Answer etc…)
  8. Add call notes or description.
  9. Click Save Call Details

3. Logging a Call Manually

Use Add Call Log to add a new call record for the contact.

  1. On the Calls tab, click Actions
  2. Select Add Call Log
  3. Enter the call details as prompted (for example, call status subject/title, call direction, and date/time).
  4. Enter call Notes to document key discussion points and outcomes.
  5. Click Save Call Log.
Logging a Call Manually
Managing Existing Call Records
Managing Existing Call Records

4. Managing Existing Call Records

Call records can be managed from the Calls list using the Actions menu (where available).

  1. Locate the call record in the Calls list.
  2. Open the Actions menu for the call record.
  3. Select View to review details, Edit to update information, or Delete to remove the record if permitted.
  4. Save changes after editing.

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