Call Tracking

Purpose: To describe the features of the Call Tracking feature.

Description

Contact Manager and Call Tracking  <-- Follow this link to see a description of this module/feature in the Comprehensive Module List.

Licensing

The Call Tracking feature is a core feature of all licenses.

Access

This module may be accessed utilizing multiple methods:

1. From the main menu screen: In the status bar (at the bottom of the window) there are three sections which display the word "call" in some way:
   
   
1. Open Calls - Left-click within this section to open a search window displaying all open calls.
2. Today Calls - Left-click within this section to open a search window displaying calls from the current day.
3. Old Calls - Left-click within this section to open a search window displaying all old calls.
2. From the ribbon:
1. Left-click My Pentagon.
2. Left-click Call Tracking; a menu of options will appear.
3. The available options represent the different ways call records may be displayed.
3. From the shortcut menu:
1. Left-click My Pentagon.
2. Left-click Call Tracking; a menu of options will appear.
3. The available options represent the different ways call records may be displayed.

Procedures

1. Setup
2. Creating a call
3. Referring a call
4. Linking a call to documents and records
5. Closing a call

[More information may be obtained from Pentagon 2000 Technical Support]