Create Call Logs (How-To)

Summary

This article shows you three ways to create a call log: from the New Call Record page, from the Owner profile Communications tab, and from the Call Logs report.

Steps

Create a Call Log from the New Call Record Page

  1. Go to Left-hand Navigation: Owner & Pets » New Call Record.

    Dashboard with pet reservation details

  2. Fill out the popup. Use the field guide below.

    Call record management form interface.

  3. Save the record.

Create a Call Log from the Owner Profile Communications Tab

  1. Open the profile of the owner you want to create a call log for.
  2. Select New Call Record.

    Communications dashboard with call record option.

  3. Fill out the popup.

    Call record management form interface.

  4. Save the record.

Create a Call Log from the Call Logs Report

  1. Go to Left-hand Navigation: Reports & More » Reports » Owners Section » Calls.
  2. Select Create Call Record below the report parameters.

    Call management interface with form fields.

  3. Fill out the popup.
  4. Save the record.

Field Guide

Field Description
Call Direction Choose Inbound or Outbound.
Date The date of the call.
Time The time of the call.
Source Number You create source numbers in Admin » Call Logs. They are the different business numbers at your facility. For example, Back of House or Front of House phone lines. See step 4 in Configure Call Settings.
Owner Optional. Select the owner or pet the call was made to or from.
Call Types Your business can create "department" categories, or categories for who made the call and why. You create call types in Admin » Call Logs.
Duration (in minutes) Enter how long the call took.
Notes Enter any important notes about the call.

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