Tracking Phone Calls

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

  1. Go the Contacts folder and double-click the contact you are going to call.
  2. On the Actions menu, click New Journal Entry for Contact.
  3. 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.
  4. 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.