Thanks to those who attended our second TrialWorks Version 11 webinar last week! We got quite a few questions about the Call Log. In addition to the many new features and functionalities found in TrialWorks Version 11, we’ve also made some significant improvements to the Call Log itself. For example, there is now a “completed” checkbox, enabling you to finalize a call entry! And, our favorite enhancement: handle multiple callers at the same time by opening multiple Call Logs and keeping them open.
Below are some of the questions TrialWorks Users asked during the Webinar, and our responses:
Question: Is there a specific phone system that we have to use to work with the Call Log?
Response: Yes and no. The Call Log can be used independently from your phone system by simply clicking on the New > Call Log to open a new Call Log Detail Window. If, however, your firm would like to automatically launch the Call Log Detail Window for all incoming calls, your phone system will need to be TAPI compliant. For more information about a TAPI Integration, please visit our website.
Q: When you type a description in the note field in the Call Log, do the notes automatically go to the Notes Tab?
R: No. Users have the option to forward all of the information from the call, including the case name, caller’s name and phone numbers, as well as the text from the description field, to the Note Tab by clicking on the Send to Notes button option at the bottom of the detail window.
Q: How does the “Completed” check box work??
R: The “completed” checkbox is used to quickly determine what calls have been handled and which calls still require follow up. Marking the checkbox “completed” indicates to the user that there is no need to do anything further.
Q: Does a caller have to be a Contact in order to use the Call Log?
R: Yes. The “Caller” field is not a free, self-building text field, and a contact record needs to be associated. First check the Caller dropdown to determine if the caller is already associated with the case. If not, click the icon to the right of the caller field to open your Address Book to first check whether that caller is in the firm’s database. If not, click green button to Add New Contact record.
Q: When I click the Send to Notes from the Call Log, is the entire entry sent to the Notes Tab?
R: Yes. All of the information from the call, including the case name, caller’s name and phone numbers, as well as the text from the description field, will be sent to the Note Tab.
Q: What is the Contact Type default for a new caller?
R: Other. Once the Contact record is created, you can modify the Contact Type.
If you’re interested in learning more about using the improved Call Log within TrialWorks Version 11, please contact Training at (305) 357-6500.