Cheat Sheet - Phone Messages
Thread Legal Cheat Sheet
Phone Messages
Log Calls Instantly
Add phone messages to Thread as soon as they come in. Link to files, notify users, add a status & more. Simply click the Quick Create Button, select Phone Message, and fill in the relevant details.
Notify Colleagues
Answered a call and need to notify your colleague? Simply add their name to the Call to field, include a message, and they will receive a notification on Thread. You can also toggle to send them an email notification.
Create a Phone Log
Keep an accurate phone log by updating the status of phone messages. View the log by clicking on a phone message’s details. Simply select a phone message, click Edit, and update the Status field.
View Pending Calls
Keep up to date with phone messages by viewing all pending calls on the Phone Messages page. From the drop-down menus, add Not Taken as the status and select your name.
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