Log a Phone Call or Note
The Log a Call or Note feature may be used for logging phone calls, face-to-face communication, notes written, miscellaneous communication sent, and any other note. Calls may be viewed on the Members → Communication tab and also in the Communication module where all members’ histories may be searched, filtered, and viewed together.
Steps: Log a Call or Note
1. On the Communication tab of the desired member, click New Communication.
2. Click Log a Call or Note.
Date of Call
|Type the date that the communication occurred. The current date automatically displays but can be edited. Optionally, you may click the calendar icon and select the desired date.|
|Member Rep||Select the name of the member representative that communication was with. Clicking not in list will allow you to add another member representative to the database.|
|Association Rep||Select the staff person who communicated with the member. If the staff person is not in the list, they may be added by selecting Chamber Employees/Reps from the Setup menu prior to selecting Log a Call.|
|Task||Select a task item that indicates the nature of this communication. New task items can be created by selecting Add a New Task Type in the edit task options. These task items are then available as a Task item across all member records. The ability to add new task items is only available to staff with Administrator level permissions.|
|Subject||Type a subject for this call. The Subject is used as a title for this entry. Leaving this field blank results in a title of [not specified], and cannot be changed later. (Maximum characters = 100)|
|Notes||Type any detailed information regarding this communication. This information may be modified later.|
- Table 1: ''Log a Call'' Fields
|Note: Communication history for all members may be searched by selecting Member Contact Report from the Communication menu.|