In this article, we'll look at how to record phone call details in Actionstep.
How to create a phone call in Actionstep.
Open any matter you are working in that you want to have a phone call detail and hover over the "Comms" tab and you will see an option for "Phone Calls" appear in the drop down.
Once selected you will see a green "Create Phone Call" button in the top right of the page.
After selecting the Create button a new window will appear and there is where you will enter the data of the phone call.
Once data is entered just select save and then you have successfully created a phone call into Actionstep.