Call Datasheets

1. Overview

Call Datasheets let a Super Admin access the maske form filled in by a clerk during or after a call. A Super Admin can search these datasheets by first name, last name, phone number, email, address, and project name.

2. Prerequisites

  • You are logged in as Super Admin.

3. Steps to Search a Call Datasheet

  1. Open Record.

    Click Record on the left-hand navigation.

    Record section with Contacts

  2. Open Call Datasheets.

    Click Call Datasheets.

    Call Datasheets search form with First Name

  3. Enter search criteria.

    Fill in one or more fields — such as First Name, Last Name, Phone Number, Email, Address, or Project — to narrow down the desired client(s). Use CLEAR to reset the form.

  4. Search.

    Click SEARCH. Matching records appear in the Search Result table below the form.

    Search Result table listing clients matching the selected project

  5. View the datasheet.

    Select the desired client associated with the project. The maske form opens, pre-filled with the same values the clerk entered during the call.