Phone Log Integration in SapphireOne allows users to maintain a detailed record of all phone interactions with clients, vendors, and other contacts. This functionality is essential for tracking communication history, ensuring accountability, and improving customer service. the steps are as follows:
- Navigate to Workbook > General > Phone Log Integration.
- Click on the New button to create a new phone log entry.
- Filling Out the Form
- Date – SapphireOne will automatically enter today’s date, but this can be altered if required.
- Time – Enter the time of the phone call.
- From – Select the table (Clients, Vendors, Contacts) from which the ‘From’ data will be chosen. Use the @symbol to search and select the appropriate entry.
- To – Similarly, select the table for the ‘To’ data entry field and use the @symbol to search and select the appropriate entry.
- Subject – Enter a brief subject or reason for the call.
- Details – Enter the details of the phone conversation in the provided text area.
- Once all necessary information is entered, click the Save button to store the phone log entry.
- Viewing and Modifying Phone Log Entries – To view or modify an existing phone log entry, select it from the list and click on the Edit button.
For more detailed information, please refer to the Workbook > General > Phone Log Integration article.