Home Clients How to Add a New Call Log Reason

How to Add a New Call Log Reason

Last updated on Feb 03, 2026

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.

  1. In the Clients module, open the Settings tab.

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  2. Open the Call Log Reasons tab.

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  3. Click New to open the Create Call Log Reason modal.

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  4. Enter a unique name for the new call log reason in the field provided.

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  5. 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.

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From the Clients Settings tab, a CSR can also Add a New Referral Code, Add a New Policy Type,or Add a New Language.