Similar to the global Communications Tab, the Contact Communications Tab allows you to create a new call log, edit, assign, and delete existing call logs.

NOTE: You must have Add, Modify, and Delete permissions to Provider > Communications Tab as needed to add a new call log, change a call log, or delete a call log.

From the Contact Communications Tab, select the Phone tab and click + New Call Log.

An Add New Call tab will display with your logged-in Staff Code in the Staff field and the current date and time. The active Contact name and first phone number will display in the Contact and Phone # fields by default.

Refer to Add New Call Log for field descriptions. Once saved, the call log will be added to the Phone grid for that contact.

When one or more call logs are selected, the Assign button lets you adjust the Contact, associated Case, Staff, Purpose, and Notes. Refer to Assigning Calls for more information.

If the Staff, Case, or Purpose of a call log is unassigned, the + Assign link will display in the grid.

One or more call logs can be deleted from the current contact.

Select one or more call logs from the Phones Tab and click the Delete button above the grid. This can also be performed for individual entries using the three-dot menu.

Confirm your intention on the Delete Communication(s) warning. If the call log has an associated time entry, it will also be deleted. Refer to Deleting Calls for more information.

Once deleted, the call log will be removed from the Phone grid.

One or more phone call logs can be edited for the current contact. Click the Edit button above the grid to edit call logs in bulk. This can also be performed for individual entries using the three-dot menu.

The Update Phone Call(s) window will open. Refer to Editing Phone Calls for more information.