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In some jobs, you are required to keep track of telephone
calls for client billing. The Phone Call is a great way to
gather this information.
Step by Step
- Go the Contacts folder and double-click
the contact you are going to call.
- On the Actions menu, click New Journal Entry
for Contact.
- When you begin the call, click the Start Timer
button. While you're talking, you can record notes from
your call in the space provided in the Journal Entry.
- When you're done, click Pause Timer and save your
entry.
Now, when submitting your calls to accounting, just print
out the list of phone calls from the Journal or copy and paste
the list of calls into an Office document.
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