Create Phone Call Entries
背景
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.
Things to Consider
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.
Steps
Navigate to the project's Daily Log tool.
Scroll to the Phone Calls section.
Enter the following information:
# :此不可编辑字段计算一个部分中的条目数量(例如,创建的第一个条目为 # 1,第二个条目为 # 2)。
Call From: Enter the name of the person who called from the drop-down menu, or enter a new name to add it to the entry.
Call to: Enter the name of the person who received the call.
Start: Enter the starting time by selecting the hours and minutes from the drop-down menus.
End: Enter the ending time by selecting the hours and minutes from the drop-down menus.
Comments: Enter any comments that may help clarify the entry.
Click Create.
See Also
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