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6.13. Call Results

Call Results

This portion of the call sheets focuses on the actual call to the record, and thus is best used with hard copies after the fact. Here, the caller can log any information pertaining to the call.

1. Add: This field allows you to add more options to the call results section (see below).
2. Call Results Options: This section determines what appears in section 3 below. Anything added in this setting will be visible on the call sheet. Default options are available, but custom options can be added as well.
3. Call Results: After the call is made to the record, the caller can use this section to keep track of what happened. The caller can mark of the option used on a hard copy and add any additional relevant information.
4. Notes: an empty space for hand writing notes on the hard copy.