You can create a record of a phone call with a client.
- From FYI, click + New
Select C from the list of document types.
Or, from the workspace, simply press the shortcut key C for a new Phone Call.
The Phone Description section pops out so you can start making notes. Enter the details of the phone call. You can use formatting on the text, such as bold, font sizes.
In the Drawer, select or enter the filing fields, or change the defaults that are given:Client - type at least three characters of the client name to display all clients containing those characters anywhere in the Client Name. Then click to select the required client.
Name - to identify the document internally, the name displays in the lists in FYI.
This could be, for example, the name of the person with whom the call was made, or any other subject text.
Keywords - Optionally enter one or more Keywords that can be used when searching for the document. This can be used when searching to locate groups of documents or locate documents where that text is not in any other part of the filing details.
Categories - such as Cabinet, Work Type, Year. If Jobs are enabled for the selected Cabinet, you can also select a Xero Practice Manager Job for the client (refer to Jobs).
Phone - this defaults to the phone number held for the client and can be changed if required.
Date and Time - these default to the current date and time and can be changed if required.
4. Click Create.
The Phone Call is saved in FYI.
To redisplay the details of a Phone Call, select it in a list to display the Drawer. To display the Phone Call Description, click the Preview tab to open it and make any changes if needed. Expand any of the filing details sections in the Drawer to display and make any changes if required.