Create Call Logs (How-To)

Create a Call Log from the New Call Record Page

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



  2. Enter the Call Direction (Inbound or Outbound), Date, Time, Source Number, Owner, Call Type, Duration, and Notes in the pop up before saving.

 

Field Guide for New Call Record Page

Call Direction You can select if it was an 'Inbound' or 'Outbound' call.
Date The date the call was made.
Time The time the call was made.
Source Number You can create 'Source Numbers' in Admin » Call Logs. Source numbers act as the different business numbers you may have at your facility. For example, Back of House or Front of House phone lines. Please see step #3 in our article Configure Call Settings.
Owner Optionally, select the owner/pet the call was made to/from.
Call Types The business can create 'department' categories or who/why the call was made and what it was regarding. You can create 'Call Types' in Admin » Call Logs.
Duration (in minutes) Input the amount of time the call took.
Notes Input any important notes regarding the call.

 

Create Call Logs from Owner Profile Communications Tab

  1. Navigate to the Owner profile for the owner you wish to create a call log for.

  2. Click New Call Record.



  3. Enter the Call Direction (Inbound or Outbound), Date, Time, Source Number, Owner, Call Type, Duration, and Notes in the pop up before saving.

 

Create Call Logs from the Call Logs Report

  1. Navigate to Left-hand Navigation: Reports & More » Reports » Owners Section » Calls.

  2. Click Create Call Record below the report parameters.



  3. Enter the Call Direction (Inbound or Outbound), Date, Time, Source Number, Owner, Call Type, Duration, and Notes in the pop up before saving.

 

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