Call Log Settings - Admin
There is a default Call Log setting on Thread that can be changed by administrators so that newly created Call Logs can be linked to the current matter you are on by default.
Call Log Settings
To change this setting, do the following:
1. Select the settings tab
on the bottom left of your menu.
2. Select System and then Call Log Settings.
3. Select Call Log to link current file by default and click Edit in the top grey pane.
5. Click Save.
Call Log Email Notifications
Users can also request email notifications of their incoming calls via their Personal Settings.
To edit the notification setting:
1. Click on your username/initials located in the top left corner. Select Personal Settings.
2. In the pop-up window that appears, at Call log – Receive email notification, toggle Yes to always receive notifications for new call logs, and toggle No to stop receiving notifications for new call logs.
3. Click Save.
Related Articles
Admin Settings - Overview
Admin Settings - Overview Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications. We have divided all admin ...Matter Settings
Each matter has a Settings tab where you can manage the matter's Email notifications, Permissions and view Audit logs. Email Notifications When you receive a reply to an email you sent from a matter, this email will come directly to the matter inbox, ...Time Settings – Admin
With Thread, you can choose time settings that best suit your firm’s needs, such as setting a time recording mode for your firm (off, manual or automatic), enforce mandatory start/end times for all time records, and enable time rounding for billable ...Undertaking Settings – Admin
Undertaking Settings You can customise options for Undertakings in Thread to be able to choose which group and type the undertaking belongs to, and what statuses should apply. You will find all undertaking settings within the Settings cog at the ...Expense Settings - Admin
Expense Categories Thread users can easily add expenses that they have borne for a client or a particular case. The Expense Category feature on Thread allows you to add distinct categories of expenses, meaning you can organise expenses based on their ...