Call Logs
Thread enables you to log all incoming and outgoing calls. Using call logs on Thread allows you to return calls that have come in and create tasks from the calls if further actions are required.
Create a Call log
Call logs can be created easily using the Quick Create button, or you can add them while on the To-do list / Call logs page, or on the Call logs tab within any matter.
To create a call log from a matter on Thread:
Click Matters on the left pane.
2. Search for the matter that you wish to add the call log to.
3. In the matter select the Call Log tab at the top.
4. Select the +Call Log option on the top right to create a call log for this matter.
5. You can select the call type if it is incoming or outgoing, who is calling and who the call is for, the status, priority and any other details that you wish to add while creating the call log.
6. When finished, click Save.
7. When you create a call log for a client/colleague, any follow up calls that are returned or come back in can be added as a linked call which creates a chain of calls with the first being the parent and all calls showing after.
8. You can return a call when a callback is requested, which will be added to the chain.
9. You can Create task following a call, by selecting this option from the ellipsis or within the call log.
10. Set the task title, the colleague you wish to assign it to, due date etc., as you would a normal task. If you are creating a task for multiple assignees, you can choose to create multiple tasks to create one for each assignee by ticking the box in the bottom left corner.
Delete or Export Call Logs
Click Matters on the left pane.
2. Search for the matter that you wish to export the call log from.
3. Select the Call Log tab at the top.
4. In the Call Log section select the Call Log you wish to delete.
5. Click Delete.
6. Select Export.
7. The option to Export is beside the +Call Log option on the top right.
Search or Filter Call Logs
When inside the matter on the Call Logs tab, you can search and/or use filters to locate which call logs you wish to edit, delete or export.
1. You can Search for a specific Call Log you wish to view.
2. In the Filter you can set your preferred view for each section: Status, Call for, Priority, etc.
Option – In this section you can select to View All, view This Month, Last 6 Months and Custom where you can select a date range.
Status – In this section you can select to view All, Dealt With, Call Back Requested, Follow Up Required, Left Message and No Answer.
Call For – In this section you can select to view the colleague(s) who the call was for.
Priority – In this section you can select to view All, Urgent, Important, Medium or Low
Type – In this section you can select to view All, Incoming and Outgoing calls.
3. Me Mode provides the ability to filter all the calls that are just for you.
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