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

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Communication tab
  3. Click the Call Log category
  4. Right-click the Call Log 
  5. Select Edit Call Log
    1. This will open the Edit Call Log Entry window
  6. Make desired changes
  7. Click Save

    HAVE MORE QUESTIONS?

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