Phone Calls > View your phone calls list

View your phone calls list

In the Phone Calls main view

● Which phone calls – Filter the list to incoming and/or outgoing calls, or calls that require callbacks.

● By default, the list is filtered to today's calls, from or to any contact. To filter the list differently, select one of the other options instead:

o calls in a selected date range

o calls from or to a selected contact

● Whose phone calls – Filter the list to calls created by (or assigned to) you, or created by (or assigned to) one or more particular firm members (selected individually or by group). The Firm Member column shows who created the phone call record or, if a callback is required, who is assigned to make the callback.

● Callback flag – To change a phone call's callback flag, first open the phone call details.

● Follow-up – To create a follow-up task from a phone call, first open the phone call details.

● Return a phone call

● Create a follow-up task from a phone call

● Manage phone calls on a file