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Call Logging

  • 20/02/2023
  • Knowledge

How To
Click to edit heading

The Call Logging App in the LEAP App Marketplace is available for customers to provide a means to manage incoming telephone calls centrally.

How to Enable

 

  1. From the LEAP Matter List, click the LEAP Menu > App Marketplace.

    The LEAP App Marketplace will open in a new window.

  2. From the All Apps section, select Call Logging.

  3. Click Enable.

    This is a Firmwide App and will only need to be enabled once.

Viewing The Console

 

The App console is available to access from the LEAP Matter List, click the LEAP Menu > Other > Call Logs.

Columns displayed within the grid:

  • Date
  • Matter (if applicable)
  • Name
  • Subject
  • Staff
  • Status
    • New  
    • In Progress
    • Completed
    • Deleted

Creating a Call Log

 

  1. To log a call, click the New Call button on the main console.

    This will open a Call Log Details Form.

  2. Use the search facility to filter a list of existing cards or create a new card.

    You can use the button to add a New Card.

  3. Once a card has been selected/created, matching options will appear to allow allocation to an existing matter using the Matter No. drop-down. 

    Person assigned will default to the Person Acting on the matter.

     
    Click to edit heading

    If there are no applicable matters, you can enter an appropriate subject in the call.

  4. Click Save & Close to create the call log. Click Cancel to abort creation and return to App console.

    A notification will be sent to the user who is assigned to the call, once created.

Editing Calls

 

  1. Double click the call you wish to edit, and the Call Log Details will open allowing further information to be added or existing info to be amended.

    A grid history is displayed on the Call Log Form to show where previous edits have been performed.

  2. Click Save or Save & Close to save changes. Click Close to abort changes and return to App console.

Searching for Calls

 

You can search for a call from within the main console using:

  • Assigned To
  • Logged By
  • Status
  • Date Range

My Call Logs

 

From the LEAP Matter List > Menu > Other > My Call Logs is a quick way to view all calls that have been assigned to you.

This gives you an overview across all matters.

Matter Call Log

 

When you are within a matter, use the Call Log button on the ribbon bar to view a list of associated calls.

From the list of calls you can manage them by using the edit method in 'Editing Calls'.

Last Modified Date
20/02/2023 2:49 pm
Title
Call Logging
URL Name
Call-Logging-NZ

Resolution
App Marketplace
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Call Logging