Phone Tracker

[colefisher]

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

[Admin1]

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.