Call Logs

Call Logs

Call logs are detailed call records of phone calls received or made, capturing vital information for tracking and managing phone communications on the case, ensuring that all applicable phone interactions are recorded and available.

Under the call logs tab, the below details can be viewed:

  • Client Name: Display the name of the client who made the call.
  • Call Date & Time: Display the date and time when the call was made.
  • Call Type: Show the nature of the call (e.g., incoming, outgoing).
  • Call Outcome: Display the outcome of the call (e.g., successful, missed).
  • Call Returned Status: Show whether the call was returned or not.
  • Received For: Provide information on who took the call.
  • Action: Show any action taken or options available for the call log record.

Adding Call Logs

Add Call Logs feature is used for entering details of a phone call on a case manually within the case management system. To do this, users can follow the bellow steps:

  1. In the left navigation pane, click the Front Desk>Overview option.
  2. At the upper right corner, click the Add New button.
  3. Add Call Log dialog will appear.
  4. Enter the following details:
    1. Choose the client type from the dropdown.
    2. Enter the first and last name of the client.
    3. Enter the contact number.
    4. Branch (Required): Choose the branch corresponding to the call from the dropdown.
    5. Date (Required): Choose the date of the call.
    6. Time (Required): Choose the time of the call.
    7. Duration (IN MINUTES): Input the duration of the call or spent time in minutes.
    8. Received For: Dropdown to choose the user the call was received for.
    9. Received By (Required): Choose the user received the call by.
    10. Received On Line: Fill in the line or means by which the call was received.
    11. Call Type: Choose the call type from the dropdown (e.g., “Incoming” or “Outgoing”).
    12. Call Outcome: Choose the call outcome from the dropdown (e.g., “Connected”).
    13. Call Status: Fill in the call status (e.g., “Good” or “Bad”).
    14. Source: Choose the call source from the dropdown.
    15. Translation Required: Fill in the text to show if translation is needed.
    16. Call Notes: Enables inputting notes regarding the call.
  5. Click the Save button to capture the changes.
  6. Once the user saves, the call log automatically appears in the call log area of the internal case page for that particular case number.

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