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Client Management

Add a phone call for a contact

Log a phone call with a contact to keep a complete record of all phone interactions in the contact's interaction history.
Use the
Phone Call
 feature to log calls with your contacts. Your logged calls appear in the contact's interaction history alongside any phone messages, giving you a complete record of all phone interactions.
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, select the button.
    • If another icon appears on the button, select the arrow, then
      Phone Call
       from the menu.
  2. In the
    Phone Call
     window, select the contact in the
    With Contact
     field and company in the
    Of
     field. If a contact is selected in the application when you select
    Add
    , this information fills 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 application when you select
    Add
    .
  8. When finished, select
    OK
     to save the note and close the
    Phone Call
     window.
note
To schedule a future phone call, select the
Schedule Call
 button at the end of the
Phone Call
 window. This feature is available if your firm is licensed for the Staff Management module.

This article applies to:

  • Product: Practice CS
  • Subject: Clients

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