How to log a call
The following article will walk you through the process to
Log a call through ISN.
First, login to your ISN and
select Tools, then Log a
Call. This is where you can log a new call with a client or an agent.
Next, search for the client or agent you're looking for with last or first name, or the inspection order
associated with that person. I am searching for a client Bob Bobbers call.
- When searching for an order, at the first screen of log a call, you
can either search for the address of the inspection, or the OID.
When searching, I recommend keeping the
search broad. As typing in 123 E Street. Will NOT pull up 123 East St.
After finding your person, you are
presented with a screen that gives Bobs information, the order(s) he is associated with, other
agents associated with him and the order, and other useful information on the call. Clicking these
check boxes will tie the call with those agents notes and order notes, respectively.
Next, you will want to fill out the call
information. Click Create New category Giving a name such as "Sales", "General Inquiry", "Important", etc.
will help you organize your logged calls for future reference.
Next in the Call
Information section is Call
Type, which simply tells whether You called Bob (outgoing) or Bob called You (incoming).
- Next, click in the empty space next to Follow
Up, a calendar appears where you can select a date, and then the time, that you would like to have an
email reminder to follow up with the call. You can disable the follow up call emails by navigating to Settings
-> My Information (bottom of my info page)
You now know how to log a call with a client or an agent,
we hope it will be helpful to your business! Happy Inspecting!
After testing this function, CJ has found that you have to view the client/agent file to see the logged
call. It will not show up on the job sheet. You can view the client/agent file by going to the Agents/Clients tab
at the top of the ISN and searching for the person in question. Alternately, you can click on the Edit icon on the
job sheet in the block that contains the person's information.