Phone Tracker

Discussion related to our web based product and how it works with phones, tablets, or any web browser. Discuss all questions related to the client and server side as well as setup and installation.
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colefisher
Posts: 1
Joined: Wed Apr 18, 2018 1:56 pm

Phone Tracker

#1

Post by colefisher » Thu Apr 19, 2018 8:47 am

Do instructions exist for the Phone Tracker Module released August of 2014?

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Admin1
Site Admin
Posts: 222
Joined: Tue Jun 06, 2017 12:03 pm

Re: Phone Tracker

#2

Post by Admin1 » Thu Apr 19, 2018 11:44 am

Click the Phone Tracker from the client card (or right click to add for a shortcut). In general, it's very similar to the case activity module in terms of adding phone calls. Then, any staff member can easily view their phone calls by going into the phone tracker from the main menu.

Let me know if you have any questions about this.

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