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Staff management

Schedule a phone call

If your firm is licensed for the Staff Management module, you can schedule phone calls with clients or other contacts.
Your firm must be licensed for the
Staff Management
 module.
Staff members who schedule phone calls must have add and edit security privileges for
Schedule Items
.
  1. Open the
    Scheduled Phone Call
     window.
    Select the arrow next to the
    Add
     button on the main toolbar, and then select
    Scheduled Phone Call
    .
  2. Enter a description for the call.
    In the
    Description
     field, enter a description of the call.
  3. Select the contact for the call.
    In the
    With Contact
     field, select the contact to whom the call will be placed.
  4. Select the affiliated client.
    In the
    Of
     field, select the client with whom the contact is affiliated.
  5. Set the call priority and status.
    In the
    Priority
     field, select
    Low
    ,
    Normal
    , or
    High
    .
    In the
    Status
     field, select whether the call is
    Scheduled
    ,
    Attempted
    , or
    Completed
    .
    note
    The default status is
    Scheduled
    .
  6. Enter the call dates and times.
    In the
    Dates
     section, select the start and end times for the call.
  7. Set a recurrence for the call, if needed.
    Select the recurrence button to open the
    Recurrence
     window, and then define the frequency and dates for the recurring phone call.
  8. Select staff qualifications, if needed.
    In the
    Staff qualifications
     field, select a filter, or select the
    More
     button next to the field to 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.
    note
    If you add the call to the work queue and leave the
    Staff qualifications
     field blank, the call is available to any staff member.
  9. Assign the call or add it to the work queue.
    • 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
       window to make the assignment.
    • To add the call to the work queue instead of assigning it, select the
      Work queue
       option. The call appears in the queue for staff members who meet the selected qualifications.
  10. Set a reminder, if needed.
    Select the
    Reminder
     checkbox, and then select the reminder time from the dropdown list.
  11. Enter additional information, if needed.
    In the
    Notes
     field, enter any additional information about the call.
  12. Verify staff availability, if needed.
    Select
    Schedule
     if you want to verify the availability of the assigned staff member.
  13. Save the scheduled phone call.
    Select
    OK
    .
The scheduled phone call is added to the assigned staff member's schedule or to the work queue.
If your firm is licensed for the
Client Management
 module, you can select
Call Now
 in the
Scheduled Phone Call
 window to open a
Phone Call
 window and track the call. If your user preferences are set to start a timer for phone calls, a timer also starts.

This article applies to:

  • Product: Practice CS