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How to Create a Call Log
How to Create a Call Log
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

When a client calls in with a question, comment, or complaint, a Customer Service Representative–or CSR–should create a call log to document the call. This ensures that, if the client calls in again to follow up, any CSR is aware of the client's previous communications with the support team.

Required permission(s): client_read, call_log_read, call_log_create

  1. In the Clients module, select a client. This opens the selected Client's Profile.

  2. Open the Call Logs tab.

  3. Click New to open a new Call Log page.

  4. Complete all applicable fields.

    • Date and Time: The date and time at which the call occurred.

    • Call Duration (minutes): The length of the call, in minutes

    • Call Direction: Indicates whether the call was inbound or outbound.

    • Call Log Reason: The reason for the call.

    • Call Description: A brief description of the CSR's correspondence or other interaction with the client.

  5. Click Save to add the new call log to the list on the Call Logs tab.


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