IQ4 Help   


Record a Service-Related Phone Call                                                                                                  

Record a Service-related Phone Call

Services often generate multiple phone calls back and forth.  You can track both incoming and outgoing phone calls separately from other notes using the Activity Panel.

Record a Phone Call in a Service

1.To record a phone call, use the telephone icon  in the Activity Panel.

2.If the incoming or outgoing call was to or from a Contact in IQ, you can locate that Contact record using the type-ahead search in the Contact field.

3.Once you have selected the Contact, select either "Incoming" or "Outgoing" in the Call Type: field.

4.Enter the details of the call.

5.Use the Save button when you are finished.  IQ has created a completed message with all the details you entered.

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