User guide

Entering an account code for a Call Log entry 8-8
Chapter 8: Using the Call Log Folder
Wave ViewPoint User Guide
Entering an account code for a Call Log entry
You can enter an account code or change the one already entered for a call in the Call Log. You
must have permission to view and edit the Call Log to enter or change account codes.
To enter an account code for a Call Log entry
1. Select the call, and then choose Actions > Enter Account Code.
2. Enter an account code. You can enter numbers, letters, or other characters.
3. Click
OK.
You can also enter an account code during a call using ViewPoint (see “Entering an account
code for a call” on page 5-17) or the phone commands.
Opening the contact record from a contact’s call
If a call was identified as being from a contact, you can open the contact’s record to view or
change information about that contact. To do so, select the call and choose
Actions > Open
Contact
.
Sharing the Call Log
Your Wave system administrator may have shared other users’ Call Logs with you. If so, your
Call Log will contain a tab for each share, where you can view the other users’ call history.
Likewise, your Call Log may be shared with other users. To change Call Log sharing, talk to
your Wave system administrator. For more about folder sharing, see “Sharing folders” on
page 2-35.
Release 3.0
October 2012