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Filter Call Logs by Creator
To filter your Call Logs by Creator in ConstructionOnline
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 FILTER CALL LOGS BY CREATOR
- Navigate to the desired Project OR the Company Overview via the Left Sidebar
- Select the Communication tab
- Click the Call Log category
- Choose the desired creator from the "Created By:" dropdown menu
TIPS AND TRICKS
Call Log filters for Contacts, Projects, and Creators can be used in conjunction with one another. This will allow you to narrow your search down as much as possible!
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.