Setup contacts

Adding a phone call for a contact

The Phone Call feature enables you to add information about phone calls with contacts, which then appear among the interactions for those contacts. Phone call items, along with phone messages enable you to track all phone interactions with your contacts.
note
This screen is available only if you are licensed for the Client Management module.
To add a phone call for a contact, follow these steps.
  1. Select the
    Add
     button in the toolbar.
    • If the Phone Call icon appears on the button, just select the button.
    • If another icon appears on the button, select the arrow on the right side of the icon and choose
      Phone Call
       from the menu.
  2. In the
    Phone Call
     dialog, select the appropriate contact in the
    With Contact
     field and company in the
    Of
     field. If a contact is selected in DT Practice when you select the
    Add
     button, this information is filled in automatically.
  3. In the
    Importance
     field, select High, Low, or Normal.
  4. In the
    Call type
     field, select the type of call.
  5. Enter a subject for the phone call in the
    Subject
     field. There is a maximum of 50 characters for this field.
  6. Enter text in the
    Phone Call
     field.
  7. If necessary, add the contact’s phone number in the field provided, and choose the type of number (for example, Business). This information fills in automatically if a contact is selected in DT Practice when you select the
    Add
     button.
  8. When finished, select
    OK
     to save the note and close the
    Phone Call
     dialog.
note
To schedule a future phone call, select the
Schedule Call
 button at the bottom of the
Phone Call
 dialog. This feature is available if your firm is licensed for the Staff Management module.

This article applies to:

  • Product: DT Practice