Make a call note

To make a call file note, or a file note when you receive a call, with the case open.

From the top menu bar, click the call button to open the make call note screen.
From the contact drop list, select the contact who you are calling or have received a call from, and for who you want to make a note of the conversation.
In the description field, give a brief description of the call file note, which will be shown in the history listing.
The drop list labelled mobile, will display all the available numbers entered into the selected contacts record. Select the number you are calling or receiving the call from.
From the call in/out drop list, select the in for call in, out for a call out or in/out if you are receiving a call and making a call out or alternatively, select out/in if you are making a call out and also received a call in and want to record a record of the conversations.
In the detail text box, you can type details of the conversations you had.
All other details will be populated automatically for your user and the retainer charge or fee structure.
Click the save button to save the file note to the history of the case or click cancel to discard the file note.