Overview: What are we talking about?

Businesses can manually track customer calls so they can keep track of communication between owners and the business. These call logs are recorded on the Owner's Calls and Communications tabs and can be edited and added at any time. Call Logs are not visible on the Customer Portal.

• Configuring Call Settings
• Creating Call Logs from the New Call Log Page
• Creating Call Logs from the Owner Communications Tab
• Creating Call Logs from the Call Logs Report
• Viewing Call Logs from Owner Profiles
• Viewing the Call Log Report

Related Articles:

• Overview of the Owner Communications Tab
  
  

How to: Configure Call Settings

1. Navigate to Left-hand Navigation: Admin » Call Logs. 

2. Under System-Wide Settings, find the 'Use Call Feature' and toggle to 'Yes/On'.

3. Add a Phone Number from which staff may call customers. These are the phone numbers that can be selected when you make a call log. This can be your main facility number but you can add as many other numbers as you would like. For example, a manager might have their personal phone number entered here if they do calls with customers. This allows your business to manually track which phone number customers are contacted with and will be selected when you record a call. 

4. Optionally add a Call Type to manage the types of calls that can be recorded by staff.

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:
   
   

   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. See step #3 above.
   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.

How to: 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. 
   
   

How to: 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. 
   
   

How to: View Call Logs From Owner Profiles

In the owner profile, all Call Logs will be recorded in the Calls tab and the Communications tab. 

The Calls tab contains only Call Logs. You can edit the details of the call from here. 

The Owner’s Communication tab is the central hub for all Communications regarding a specific Owner. This tab is on all Owner profiles and contains a comprehensive list of all texts, calls, and emails sent through Gingr. You can use this tab to view SMS messages, Inbound Call Logs, Outbound Call Logs, Emails, Marketing Campaigns, Checkout Surveys, and Lead Forms. For more information see our Overview of the Owner Communications Tab. 

Click on any call log record to expand the details. 

How to: View the Call Log Report 

From Left-hand Navigation: Reports & More » Reports » Owners Section » Calls, you can access a complete list of all call records in a specified date.