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
.- Open theScheduled Phone Callwindow.Select the arrow next to theAddbutton on the main toolbar, and then selectScheduled Phone Call.
- Enter a description for the call.In theDescriptionfield, enter a description of the call.
- Select the contact for the call.In theWith Contactfield, select the contact to whom the call will be placed.
- Select the affiliated client.In theOffield, select the client with whom the contact is affiliated.
- Set the call priority and status.In thePriorityfield, selectLow,Normal, orHigh.In theStatusfield, select whether the call isScheduled,Attempted, orCompleted.noteThe default status isScheduled.
- Enter the call dates and times.In theDatessection, select the start and end times for the call.
- Set a recurrence for the call, if needed.Select the recurrence button to open theRecurrencewindow, and then define the frequency and dates for the recurring phone call.
- Select staff qualifications, if needed.In theStaff qualificationsfield, select a filter, or select theMorebutton next to the field to add or select a filter.noteIf you want to assign the call to a specific staff member, you can leave theStaff qualificationsfield blank.noteIf you add the call to the work queue and leave theStaff qualificationsfield blank, the call is available to any staff member.
- Assign the call or add it to the work queue.
- To assign the call to one or more staff members, select theStaffoption, and then select theMorebutton next to theStafffield. Use theAssigned Staffwindow to make the assignment.
- To add the call to the work queue instead of assigning it, select theWork queueoption. The call appears in the queue for staff members who meet the selected qualifications.
- Set a reminder, if needed.Select theRemindercheckbox, and then select the reminder time from the dropdown list.
- Enter additional information, if needed.In theNotesfield, enter any additional information about the call.
- Verify staff availability, if needed.SelectScheduleif you want to verify the availability of the assigned staff member.
- Save the scheduled phone call.SelectOK.
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.
