Using Call Log

Create New Call Log

To enter information after calling a customer or receiving a call from the customer, follow these steps:

  1. Log into OfficeClip.
  2. Click Desktop > Call Log.
  3. On the Call Log list screen, click New or click on the icon on the right side of the screen, to add information about the call.

  4. On the next screen, enter the information about the calls.

    • Enter the Phone no., Call type - whether you have received a call or called a customer.
    • Enter the date, time, and duration.
    • Enter the Status by selecting options from the dropdown. You can also configure or add a new status as per your requirement by clicking on the icon. To learn more about how to configure the status, click here.
    • Enter the Subject and Description of the discussion you had with your clients.
    • Select the Regarding field. From the dropdown, select whether you had a discussion with your Contact, Competitor, Opportunity, or Account. Once you select the entity, select its sub-entity from the dropdown.
    • To clear the Regarding field, click on the icon. Click on the icon to go to that particular contact or opportunity, and click on the icon, to view the details of contact, competitor or an opportunity, .
  5. After filling up all the information, click Save.

Call Log List Screen

To view all the Call log lists in one place:

  1. Click Desktop > Call Log.
  2. You will be directed to the List screen.

  3. On this screen, you will get an overview of all the detailed information related to the calls.
  4. To edit a call log, click on the icon. Make the necessary changes and click Save.
  5. To delete a call log, click on the icon. In the pop-up, select OK, and your call log will be deleted.


Configure Items

You can add or configure items for the field Status in the Admin section. To add items:

  1. Click Desktop > Call Log.
  2. Click Admin.
  3. On the Add items screen, add the item as per your requirement in the Item name section and click Add. Select the default value and list ordered.

  4. Finally, click Save to save the changes.

Edit Item

To edit an item name:

  1. In the Admin section, click on the icon beside the item name to be changed.

  2. Enter the new item name and click on icon to save the changes.
  3. To cancel the edit, click on the icon.

Delete Item

To delete an item:

  1. In the Admin section, click on the icon beside the item name to be changed.

  2. A pop-up will appear asking for permissions to delete. Click OK to delete the item.