A call record is an internal record documenting the interaction with a contact. Like a schedule item, a task, or a document, a call record is considered a specific type of activity in NexJ CRM . It summarizes a meaningful interaction, such as a face-to-face conversation, a telephone call, or a meeting.

For example, a scheduled meeting might have some information associated with it, such as invitees, meeting time, and the agenda. You can use a call record to keep a summary of the meeting notes after the meeting, such as which invitees attended the meeting, which agenda items were actually discussed, and any outcomes. You can also create a call record without scheduling a meeting beforehand, for example to keep notes for a spontaneous conversation.

A call record is associated with a contact directly.

Creating call records

You can create a call record and associate it directly with a contact.

To create a call record:

1. Touch the Add button  and touch Call Record .
2. Select the required template.
   Some required fields, such as Contact Date and Status , may be prepopulated.
3. In the For field, select Contacts , and enter the contact name.
4. Complete the required fields.
5. Touch Save .

The new call record is created. The call record now appears in the Journal page for the contact.

Editing call records

You can edit call records for a specific contact in NexJ CRM using your phone.

To edit a call record:

1. From the contact's Journal page, navigate to the details page for the call record.
2. Touch the Edit button .
3. Make your changes to the call record and then touch Save .
4. [Optional] You can mark the call record complete by touching the Mark Complete check mark .
   

The call record is now edited.