Call Logs

Call logs keep the caller's details, the reason for contact and the colleague responsible for following it up. A log can refer to an enquiry, quote or project, or to another subject.

Record a call

1. Open Call Logs in the header and click its plus button to open Add Call Log.
2. Check Date and Time, then choose the colleague in For.
3. Choose Method and what the contact relates to. Select the relevant enquiry, quote or project when prompted; use Other for an unrelated subject.
4. Enter the enquirer's name, contact details and useful notes. Include the action needed so the recipient can respond without asking you to repeat the message.
5. Click Add Call Log.

Follow up

The header's Call Logs list shows your unactioned calls. Click the person's name to open the details. Use the tick button, labelled Mark as actioned, when you have dealt with the call. You can also enter an Actioned date in the details, or select Not actioned in the call-log table to set a date. An actioned call leaves the outstanding header list; it remains part of the call history.

Open your personal call-log history from your user menu's telephone icon. The main navigation Call Logs entry is shown to users with permission to view other users' call logs. Viewing other people's logs and editing them are separate permissions, so opening a record does not necessarily make Update Call Log available. Deleting logs also requires the relevant permission.

For conversations tied to a project, its Call Log tab helps you find the contact in context. See Active Projects and User Notifications.