Setup staff

Scheduling a phone call

If your firm is licensed for the Staff Management module, you can schedule phone calls with clients or other contacts.
note
To schedule phone calls, staff must have add and edit security privileges for Schedule Items.
To schedule a phone call, follow these steps.
  1. Select the down arrow next to the Add button on the main toolbar and select
    Scheduled Phone Call
     from the drop-down list.
  2. In the
    Scheduled Phone Call
     dialog, enter a description of the call in the
    Description
     field.
  3. In the
    With Contact
     field, select the contact to whom the call will be placed.
  4. In the
    Of
     field, select the client with whom the contact is affiliated, if applicable.
  5. In the
    Priority
     field, indicate whether the call is of low, normal, or high priority.
  6. In the
    Status
     field, indicate whether the call has been scheduled, attempted, or completed. The default value is Scheduled.
  7. In the Dates section, select the start and end times for the call.
  8. If this is to be a recurring scheduled phone call, select the Refresh button to open the
    Recurrence
     dialog, where you can set up the frequency and dates.
  9. Select a filter in the Staff qualifications field, or select the More button next to the field and add or select a filter.
    note
    • If you want to assign the call to a specific staff member, you can leave the Staff qualifications field blank.
    • If you add this call to the work queue but leave the Staff qualifications field blank, it will be available to any staff member.
  10. Do one of the following:
    • To assign the call to one or more staff members, select the
      Staff
       option and then select the More button next to the
      Staff
       field. Use the
      Assigned Staff
       dialog to make the assignment.
    • If you want to add the call to the work queue instead of assigning it, select the
      Work queue
       option. The call will appear in the queue for staff who meet the qualifications you chose.
  11. If you want to set a reminder for the call, mark the
    Reminder
     checkbox and select the desired reminder time from the drop-down list.
  12. If you want to include more information about the call, enter it in the
    Notes
     field.
  13. Select the
    Schedule
     button if you want to verify the availability of the assigned staff member.
  14. Select
    OK
     when finished.
The scheduled phone call is added to the schedule for the assigned staff member or added to the work queue.
note
If your firm is licensed for the Client Management module, you can select the
Call Now
 button on the
Scheduled Phone Call
 dialog to open a
Phone Call
 dialog to track the phone call. This also opens a timer for the call, if you have set your user preferences to start a timer for phone calls.

This article applies to:

  • Product: DT Practice