-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
Edit a Call Log
OBJECTIVE
To edit a Call Log entry in ConstructionOnline
BACKGROUND
Documenting communication that occurs with your contacts is an essential part of maintaining attention to detail and having information that can be tracked back to the source. ConstructionOnline’s Call Log features allows you to document conversations, emails, text messages, or other communication that occurs outside of ConstructionOnline.
THINGS TO CONSIDER
- Any user who has access to the company contact list has access to company call logs.
STEPS TO EDIT A CALL LOG ENTRY
- Navigate to the desired Project via the Left Sidebar
- Select the Communication tab
- Click the Call Log category
- Right-click the Call Log
- Select Edit Call Log
- This will open the Edit Call Log Entry window
- This will open the Edit Call Log Entry window
- Make desired changes
- Click Save
HAVE MORE QUESTIONS?
- Frequently asked questions (FAQ) about Call Logs can be found in the article FAQ: Call Logs.
- If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.