10. Call reports & memos

Modified on Thu, 30 Nov 2023 at 12:21 PM

Both call reports and memos are smart tools for archiving communication with relations, for internal use or in order to retrieve information. Call reports and memos are stored in the contact's archive. When working with multiple users, these messages can be linked to other team members. The message will then be sent and placed in team member’s inbox.

10.1 Inbound and outbound calls

10.2 Memos

10.1 Inbound and outbound calls

Nowadays a lot of communication takes place by phone. It is therefore very important to make call reports of incoming and outgoing phone calls. In SpinOffice, this is very easy. We even created a template for you, already filled with relevant information about your contact.

An example of a completed incoming call report:

To create a call report, go to the contact card of the relevant contact and click on the ‘Inbound call’ or ‘Outbound call’ icon in the toolbar menu. Relevant contact information is displayed and there is enough space to add text.

Attachments from local a file or one already in SpinOffice can be added, priority level can be given and a folder can be linked to the report. Create your own customized call report templates via the menu item Administration -> Email templates.

10.2 Memos

Create a memo, also via the toolbar menu, to add relevant information that can be useful in the future. Examples of memos are passwords and login details. Attachments can be added to a memo, priority level can be given and folders can be linked.

All call reports and memos will be stored in the contact's archive.

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