Viewing Phone Call Records

Modified on Thu, 02 May 2024 at 12:15 PM

To see a list of phone calls you've recorded details for in Actionstep, you can use the Comms > Phone Calls menu or view a specific matter. 

To do this:

  1. Choose whether you want to view a complete list of calls, or only those calls associated with a specific matter:
    • To view all phone calls, go to Comms > Phone Calls. The Phone Calls page appears.
    • To view phone calls associated with a matter, edit a matter (see Editing a Matter for help). Then hover over the Comms menu and select Phone Calls. The page is updated to show all of the phone calls associated with the matter. 
  2. Complete any of the following optional tasks while reviewing the information:
    • To remove a phone call from the record, select its checkbox and click Delete
    • Filter the list by clicking the Filter drop-down list and choosing your options. (You can also hover over the drop-down list and choose Show Available Filters to get to this same window.)
    • Choose other filtering options from the Filter drop-down list. 
    • Sort the information in the list by clicking the column title you want to sort on. 
    • Check for any updated information in the list by clicking the Refresh icon. 

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