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Client Management

Add a phone message for a contact

Record and track phone messages from your firm's contacts in Practice CS.
The Phone Message feature lets you record phone messages from your firm's contacts.
Recorded messages appear in the contact's interaction history alongside phone call items, giving you a complete record of all phone interactions with each contact.
note
You can access this screen only if your firm is licensed for the Client Management module.
To add a phone message for a contact:
  1. Select the
    Add
     button in the toolbar.
    • If the Phone Message icon appears on the button, select it directly.
    • If a different icon appears, select the arrow and choose
      Phone Message
       from the menu.
  2. In the
    To
     field, select the staff member for whom the message is intended.
  3. In the
    From Contact
     field, select the contact, and in the
    Of
     field, select the company. If you selected a contact in Practice CS before selecting
    Add
    , these fields populate automatically.
  4. In the
    Priority
     field, select
    High
    ,
    Normal
    , or
    Low
    .
  5. In the
    Action
     field, select the action the caller requested, such as
    Please Call Back
    .
  6. If needed, enter the contact's phone number and select the number type, such as
    Business
    . If you selected a contact in Practice CS before selecting
    Add
    , these fields populate automatically.
  7. In the
    Subject
     field, enter a subject for the message. The subject can't exceed 50 characters.
  8. In the
    Phone Message
     field, enter the message text.
  9. Select
    OK
     to save the message and close the window.
note
When you view a received phone message in the
Phone Message
 window, you can select
Return Call
 to open a new phone call item. The contact information and an
Outgoing Call
 type populate automatically.

This article applies to:

  • Product: Practice CS
  • Subject: Clients

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