Docs Menu

Docs

How To Manage Phone Call Log

Record incoming and outgoing calls, call duration, and follow-up reminders from the Front Office workspace.

Search docs

Search by workflow, module name, or operational keyword.

Last updated: March 25, 2026

This guide shows how to use the Phone Call Log workspace inside Front Office.

Short summary

Phone call logs keep incoming and outgoing calls visible for reception and follow-up work. The workspace separates call filters from the call drawer so staff can track who called, when they called, and what action is required next.

Best for

Front office staff who need a structured call history for follow-up and reporting.

Requires

Access to Front Office and phone call log permissions for view, add, edit, or delete actions.

Result

Call records stay tied to the right date, contact, call type, and follow-up note.

Before you start

Decide whether the call is incoming or outgoing.
Prepare the contact number before opening the drawer.
Decide if a follow-up date should be added with the call note.

Front Office -> Phone Call Log

Step 1: Open the Phone Call Log workspace

Go to Front Office and select Phone Call Log.

Phone Call Log workspace with filters and add call log action. — The workspace shows name, contact, call type, and date filters plus the add call log action.

Use this page to:

review recent call history
filter by caller name, contact number, call type, and date
open a row for edit or delete

Step 2: Create or update a call log

Click Add Call Log to open the drawer.

Add Call Log drawer with call type, name, contact, date, call duration, follow-up date, description, and note fields. — The call drawer captures the call type, contact, duration, follow-up date, description, and note.

Complete the main fields:

Call Type
Name
Contact
Date
Call Duration
Follow-up Date
Description
Note

The drawer defaults to Incoming. Change the radio button to Outgoing when the call was made by school staff.

Step 3: Review the saved call log

After saving:

Return to the list view.
Use the filters to find the call again.
Confirm the call type, contact, and follow-up details are correct.
Open the row again if you need to edit or delete it.

Important notes

Important: The Phone Call Log is a follow-up record, not just a contact list. Keep the description and follow-up date aligned with the next action.

Verification checklist

The call uses the correct incoming or outgoing type.
The contact number is stored correctly.
The saved row appears in the Phone Call Log table.

Expected result: call records are stored in Front Office and are ready for follow-up.

Troubleshooting

Issue	Likely cause	What to do
Save fails	A required field is empty	Fill the missing contact or date field
The wrong call type is saved	The radio choice was not changed before save	Reopen the drawer and switch between Incoming and Outgoing
No rows appear after save	Filters are too narrow	Reset the filters and search again
Follow-up reminders are missing	The follow-up date was not entered	Edit the call log and add the follow-up date

Related docs

Students And Admissions

Understand how student records, admission intake, and guardian-facing data are organized.

Communications Reports And Operations

Understand how notifications, reporting, front-office coordination, and supporting workflows fit together.

How To Manage Front Office Records

Manage admission enquiries, visitor registrations, and complaint records from the Front Office workspaces used by reception and operations teams.