Tip #189 - Use Note Type and Notes Search to Track Client Calls by Staff
It is now becoming commonplace for firms to institute certain protocols where they require staff to contact clients on a regular basis or even on a set schedule. When such calls are made, the normal procedure would be for the staff to document the activity. This is most commonly done by entering an appropriate note in the file. Managers and Supervisors typically want some way of tracking those calls, or at least that the call was documented and may want to be able to generate an appropriate report.
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To create a new Note Type, Go to Admin > Picklist Maintenance > Note Types
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Thereafter, the staff would simply enter that note when the client is called.
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