Effective Date: 8/3/2022;
This article was developed to describe the functionality of the Calls tab/subtab. The article is divided into the following sections:
The Calls Tab provides the capability to log call activity associated with client files as well as store call activity records created by telephone integrations such as Bluerock®, FreeVoice®, or Ytel®.
The Calls Tab is accessed by selecting the client you wish to investigate, and then clicking the Calls Tab from that Client's Dashboard (see the red highlighted image above). You will see a "Call Activity" table containing any records of phone calls made and recorded by DPP or DPG.
Manual Call Logging
To manually log a phone call made to a client, click the Log A Call button just under the "Loans" tab (see the image above).
Enter information related to the call in all of the fields, and then select Save Call (see the image above). If you wish to save this log and then forward it via email, click the Save Call & Email option (also shown above).
Stored Information entered from the previous screen
Integration-Controlled Call Logging
Integration-controlled call logging allows for the storage of calls as well as voicemail recordings. Below are examples of the Call Activity Table for each of the three (3) phone integrations with DPP: Bluerock, Ytel, and Freevoice.
Bluerock® integration automatically generated call logs
Ytel® integration automatically generated call logs
Freevoice® integration automatically generated call logs