Customer Call Records

Overview

Call Records track interactions with customers - phone calls, emails, meetings. Build a history for better service.

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Adding a Call Record

1. View customer
2. Click Call Records tab
3. Click Add Call
4. Enter:
   • Date and time
   • Contact spoken to
   • Type (call, email, meeting)
   • Summary

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Call Types

• Phone Call: Inbound or outbound
• Email: Email correspondence
• Meeting: Face-to-face
• Site Visit: At customer location

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Using Call History

• Review before contacting customer
• Track follow-ups needed
• Identify patterns or issues
• Support disputes/queries