When Logging a Call from a Client, a Customer Service Representative–or CSR–selects a call log reason to indicate the call's purpose. CSRs configure call log reason options in the Settings tab.
In the Clients module, open the Settings tab.
Open the Call Log Reasons tab.
Click New to open the Create Call Log Reason modal.
Enter a unique name for the new call log reason in the field provided.
Click Create to add the new call log reason to the list. The new call log reason will appear as an option when Creating a Call Log on the Call Logs tab.
From the Clients Settings tab, a CSR can also Add a New Referral Code, Add a New Policy Type, or Add a New Language.