You can record information about phone calls made regarding any record in SharePortals. For example, you could log the details of a phone call made to a contact through the following steps.

  • Open a Contact Record and navigate to the ‘Call’ content menu on the right-had side:
  • Select ‘Add Call’ and complete the form that appears:
  • Select Save. the Call item will now show in the list of ‘Calls’ as well as the ‘All’ list:


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