Create Phone Call Entries

The Phone Calls section allows you to log all calls made and participants involved in the call. You can use this section to log phone calls that are not considered meetings but cover topics requiring documentation.

• Required User Permissions:

  • To create entries: 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

  • To create pending entries as a collaborator: 'Read Only' or 'Standard' permissions to the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.

1. Navigate to the project's Daily Log tool.

2. Scroll to the Phone logs section.
   You can also use the left navigation menu to quickly navigate to the Phone logs section.

3. To create an entry, add information to the fields.

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

   Phone logs - Field Names and Descriptions

   • Company: Select the company name for which you are creating this log entry.

   • Call From: Select the name of the person who called from the dropdown menu, or enter a new name to add it to the entry.

   • Call to: Select the name of the person who received the call.

   • Start: Select the start time of the call using the hour and minute dropdown menus.

   • End: Select the end time of the call using the hour and minute dropdown menus.

   • Location: Select the exact project location from the dropdown menu.

   • Comments: Enter any comments or additional information that further describes the entry (if required).

   • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

     • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
       OR

     • Click Upload Files to select a file from your computer.

4. Click Create.
   The log entry is created or added.