Setup contacts

Adding a phone message for a contact

The Phone Message feature enables you to track phone messages in DT Practice from your firm’s contacts, which then appear among the interactions for those contacts. Phone messages, along with phone call items, 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 message for a contact, follow these steps.
  1. Select the
    Add
     button in the toolbar.
    • If the Phone Message 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 Message
       from the menu.
  2. In the
    Phone Message
     dialog, select the staff member for whom the message is intended in the
    To
     field.
  3. Select the appropriate contact in the
    From 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.
  4. In the
    Priority
     field, select High, Low, or Normal.
  5. In the
    Action
     field, select the action requested by the caller (for example, Please Call Back).
  6. 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.
  7. Enter a subject for the phone message in the
    Subject
     field. There is a maximum of 50 characters for this field.
  8. Enter text in the
    Phone Message
     field.
  9. When finished, select
    OK
     to save the message and close the
    Phone Message
     dialog.
note
When you receive a phone message and view it in the
Phone Message
 dialog, you can select the
Return Call
 button to open a new Phone Call item with the contact information already filled in (including the call type "Outgoing").

This article applies to:

  • Product: DT Practice