In NextAgency, you have a dedicated Calls tab where you can log all your call recordings with clients. To add a new call recording, open any case record and navigate to the Calls tab. Click on 'New' to start logging the call details.
You will be prompted to enter important information such as:
- Talked With
- Date/Time
- Recording Link
- Source
- Topics
- Phone Number
- Notes
Once you’ve filled in all the required fields, click 'Save' to store the call log.
Associate Benefits
You can link calls to specific benefits within a case record if the call is related to a particular benefit. To associate, simply click on the Benefits tab then the 'Associate Benefits' option.
Associate Notes/Tasks
You can also associate the call log with Notes or Tasks. This is helpful when the call is related to completing a specific task or when you need to document a special note. To do so, click on the Notes/Tasks tab then on the 'Associate Notes/Tasks' button.
Attach Files
You can upload files related to the call in the designated "Files" tab. Simply click on "Attach Files" then 'Add Files' to upload any necessary documents.
Please contact our support team if you have any questions.