This records that a contact has been made with a client and includes any notes typed. The duration can be captured if desired. This feature does not actually record the call itself.
The Client Details screens can be opened after the Phone Call/Other Message window is opened. This will go in behind the main Bp Allied screen and need to be clicked on to come to the front.
In the Document/Phone calls tab, click Add Phone Call or Other Message.
OR
In the Appointments or Clients toolbar, click Record Phone Contact.
The Phone Call/Other Message - [Client Name] window will display.
Field |
Description |
---|---|
Client |
If opened from the Client Record, that Client will default into the Client field. Otherwise, it will default to Select a Client. |
Start Call |
If recording the duration of a phone call, click Start Call. This button will then change to Finish Call. |
Duration |
The duration starts to run after the Start Call button is pressed. Click Finish Call to end the duration counter. |
Notes |
Enter in any notes related to the call. |