Setup contacts

Adding a phone message for a contact

The Phone Message feature enables you to track phone messages in Digita Practice Advanced 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. Click the Add button in the toolbar.
    • If the Phone Message icon appears on the button, just click the button.
    • If another icon appears on the button, click 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 Digita Practice Advanced when you click 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 Digita Practice Advanced when you click 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, click 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 click 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: Digita Practice Advanced