Individual call logs can be modified using the View/Edit button to update fields on the detail view. The bulk edit feature, allows you to edit the same fields across a variety of selected calls.
NOTE: You must have Modify permissions to General > Communications Center to edit call logs in bulk.
To bulk edit call logs:
In the Communications Center, use the checkboxes to select one or more call logs.
Click the Edit button above the grid.
On the Update Phone Call(s) window, choose from Staff, Phone #, Direction, Purpose, Time Spent, Date/Time, Contact, and/or Notes.
Enter or select the information that you would like to change for ALL selected call logs. When a Contact is selected, you must select the Case/Intake associated with their name.
Click the Save button to make these changes for all selected call logs. A confirmation message will display when the changes are complete. You will be returned to the Communications Center list view and the grid will refresh.
