How to create a phone call

The example below is for a tenancy manager. The process for creating this related to other entities is very similar.

1. Open the record for the relevant tenancy.
2. Search for and choose the NOTES/ACTIVITIES option. (Click the ellipses in the Tabs bar if this tab is not visible).
3. Open activities relating to the tenant chosen will now be displayed.
4. To create a new phone call, Click on  +  and choose the PHONE CALL option from the dropdown
   
   
   
5. The quick Create: PHONE CALL screen will appear, the system will associate the correct information for the call from, call to and the regarding fields.
   
   
   
6. The system defaults the Direction field to ‘Outgoing’ this can be changed to ‘Incoming’. If this is changed then the contents of the Call From and Call To fields are updated.
7. The information in the Regarding field should not be changed.
8. Some fields are mandatory, these are marked with a red asterisk. You will not be allowed to save the record without ALL the mandatory fields being entered.
9. Enter as much information as you have about the phone call, click Save and Close
   
   
   
10. The new phone call activity will now appear in the Activity list of the Tenancy.
    
    
    
11. The activity has a status of open, if there is not going to be a follow up to the phone call then you can click on the Mark Complete icon on the right-hand side of the screen. This will change the status to Closed.
    
    
    
12. If you wish to re-assign the activity, click on the assign icon on the right-hand side of the screen and choose the person to assign it to.