Files > Manage phone calls on a file

Manage phone calls on a file

In the Phone Calls view of a file

● View all incoming and outgoing phone calls on the file. The To/From column shows who entered the records or who is assigned to do a callback.

● Create a new phone call on the file.

● To open a phone call, delete it, or do a time entry on it (or view the one already created), select it in the list and click the appropriate button on the Amicus taskbar.

● Select a phone call and click Return Call to create a return call.

● Select a phone call and click Follow Up to create a task for the call.

● Click Refresh below the list to update the list now. The list is also refreshed whenever you sort it.

● Phone Calls

Amicus Cloud (July 2023)