The Call Logs tab allows a Customer Service Representative–or CSR–to keep track of all phone communication with the client. Each time a CSR calls or receives a call from the client, the CSR must create a new call log to indicate the call's date and time, call duration, and the reason for the call. This is especially crucial if a customer calls to file a complaint or raises an issue that may take some time to investigate and resolve.

Click New to Create a New Call Log.

Select a call log from the list to open the Call Log page. Here, the CSR can view a detailed description of the call, edit the call log, or click Delete to delete the call log.

When creating a new call log, the CSR must select a call log reason from the drop-down menu provided. Click Manage Call Log Reasons to Add or Edit Call Log Reasons.

For information on other Client Profile tabs, visit the articles on Orders, Prescription Periods, Registrations, Medical Profile, Prescriptions, Credit Cards, Email Logs, Complaints, Policies, Sales Channels, and Recurring Order.