The Purpose Mini Directory should contain call purposes that are used when manually adding new call logs and assigning call purposes to inbound or outbound calls from the Communications Center, which is used with the integrated RingCentral or Zoom Phone widget.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
The Purpose Mini Directory will be blank by default, allowing you to create meaningful call purposes that relate to your firm.
Link a Purpose to a Task and Activity Code
In this Mini Directory, each Purpose can be linked with a Task Code from the Tasks Mini Directory and an Activity Code from the Activity Codes Mini Directory. Linked information will be used to pre-populate the Save Time Entry window when the Log Time option is selected for a Call Log from the Communications Center.
Add a Purpose
To add a Purpose, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Purpose field of the new entry to enter edit mode. Purpose is a required and unique field. Up to 200 characters can be entered in the Purpose field. New Purposes are Active by default.
Delete a Purpose
To delete a Purpose, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Save Your Changes
Click the Save button to keep your changes.
