Call Log
In ver.3.4 a Call Log widget was added.
The Call Log widget will allow you to collect information on clients that call into your organization. At the point of the call, they may or may not be a contact in your system.
Overview
1. Search bar that allows you to filter the rows in the grid. You can filter even more by clicking the icon in the grids header
2. Add button that will allow you to create a new Call Log form.
3 Edit button that will allow you to edit an existing Call Log form.
Settings
There are no additional settings for this widget.
Use
The Call Log widget is added from the widget dialog under the dashboard.
Permission
In order to use the Call Log widget you must enable the permission for the widget in User Maintenance. First go to User Maintenance and select the user you wish to give the Call Log widget permission to. Once the Add/Edit User dialog appears select the "Widgets" tab, in this tab find the "Call Log" permission. Check the box at the end of the Call Log row, then hit the "Save User" button. This user should now be able to use the Call Log Widget in Dashboard.
The default view of the grid will show you the last x number of calls.
Any call data that is linked to a client will show as green. When the edit button is clicked, you will be taken to the contacts form.
Any call data that is not linked to a contact in the system will show as black text. When the edit button is clicked, you will be taken to the call log page.
New Call Log
Clicking the Add button will open a new Call Log form
When a new call comes in, you may not be aware of whom the call is for. You can add in the information of the caller in the Inquiring Party section.
When the client is known, you can link it up to an existing contact in the system, or create new. This is done by clicking the Client Contact button.
Once a contact is linked to a call log, it will copy itself to the contact that it is linked to.
A Call Log form can not be unlinked from a contact. If you select the incorrect contact, you will want to create a new form, and delete the one that is wrong.