Businesses can manually track customer calls so they can keep track of communication between owners and the business.
1. Navigate to admin > system-wide settings > 'Use Call Feature' and turn 'Yes/On'
Creating a Call Log
- From the Left Menu Bar > paw icon > there will be a new selection 'New Call Record':
- You will then be prompted to create an entry for the call:
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 numbers. 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. Owner: Optionally, select the owner/pet the call was made to/from. Call Types: The business can create 'department' catergories or who/why the call was made and what it was regarding. You can create 'Call Types' in admin > call types. Duration (in minutes) Input the amount of time the call took. Notes Input any important notes regarding the call.
From the Owner Profile
In the owner profile, all Call Logs will be recorded in the Calls tab. Note: no Call Logs can be viewed in the Customer Portal.
From this tab you can also edit any previously created logs: