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Feb 19, 2025

Add Call (Call Logs)


                    
This article will explain how to add a call to contracts, customer records, and the customer dashboard. With Add Call, you can enter customer information into a call log for tracking and informational tracking purposes. You will be able to keep track of who reached out to a customer, how many times, and what the nature or purpose of the call was, as well as any additional notes that were taken during the course of the call.


Topics included in this article

 

 

(Elite Only) Adding a Call log in the Browser

In Elite, call logs can be added to customer and job site records in the browser. There, they can be related to one another so that they are searchable by either. A contact can be added when the call log is created to specify who was spoken to.

  

Adding a New Call from a Customer File

  1. Open a customer file (record)
    1. Expert: Program Menu > File Maintenance > Customer File
    2. Elite: Gear Icon > File Maintenance > Customer File

  2. Select the Calls tab and press the New Call button.


New calls can also be added from within a contract, through the AR Manager, and within the Customer Dashboard. Next, we'll walk through adding calls in the AR Manager.

 

Adding a Call through AR Manager (Dashboard)

This section will walk you through adding calls in the AR Manager.

     

    1. Open the AR Manager (Dashboard)
      1. Expert: Program Menu > Accounts Receivable > Accounts Receivable Manager
      2. Elite: Accounting > Accounts Receivable Dashboard

    2. Find your desired customer and right-click on their account.

       
    3. Select "Calling Customer". 

     

    Adding a Call from the Customer Dashboard

    1. Open a Customer Dashboard:
      1. You can open a Customer Dashboard in several places: 
        1. AR Manager (Dashboard)
        2. Customer File
        3. Right-clicking the Customer name on a contract, in Day-at-Glance, Item Availability

    2. Select the View Calls button found on the top bar of the menu.


    3. In the Customer Calls window, select New Call.



    Now, we'll walk through how to add calls through a contract.

     

    Adding a Call from within a Contract

     ℹ️ Please note that Call logs entered on one contract in a continuation series are visible on all contracts in the series.

     

    1. Open a Contract. Contracts can be opened from several places within Expert and Elite. They can be found in Day-at-a-Glance, the customer dashboard, from within a customer file, etc...
       
    2. Modify the contract by pressing Tools > Modify. 

       
    3. On the contract processing screen, press the View Calls or Add Call tab. 

       
    4. Press the New Call button in the bottom right corner to create a new call log. 

       

      

    Call Log Field Definitions

    This section goes over the call log screen and its fields.

     

     

    Customer Call LogYou can enter a call log each time you talk to the customer. If they call in to make a change, you can enter the name of the person requesting the change. If you call the person because they are late or their payment is overdue, you can make an entry in the call log stating the particulars of the call.
    Print CallWill print the calls on this contract to the report printer.
    New CallWill allow another call to be entered on this contract. The date, time, and operator's name will automatically be entered.
    Call TypeIn Configurations and Call Log Types, you can select different call types in this list to group certain call logs together.
    Force AcknowledgmentWhen entering a call, you can click on Force Acknowledgment. Every time this contract is accessed, the call log will be displayed. You can also check this on a call log that only pertains to a customer and not a particular contract. Every time this customer is accessed, the call log will be displayed.

     

       

    Call Log Security

    The below call log security allows you to set the password level required to edit call logs.

     

    1. Open System Security. Follow the path below for your product. If you are a multi-store user, select the store for which you wish to change settings.
      1. Expert: Program Menu > Security > System Security
      2. Elite: Gear icon > Security > System Security
          
    2. From the dropdown next to 'Edit call log modifications,' you can select a password level.

       

     

    How does it work?

    When a user opens the customer record to retrieve the call log and presses modify, they will be required to enter their user ID and password based on the modification settings you set. After those have been entered, you will be able to edit the call log. 


     

     

    Customer Call Log Report

     

    1. To get there, open the below path for your product.
      Expert: Program Menu > Customer Reports > Search Customer Call Log
      Elite: Right Menu > Reports > Search Customer Call Log
       
    2. The window below will appear. In the search bar, you can enter some or all of the call log notes.

       
    3. Press OK.
       
    4. The report will put all relevant call logs. It will look like the following:




     

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