Frequently Asked Question

On the clients page select a client page select a client from the My Client List. If you don't have a current My Client List see Create a my client list. Once clicked the client name will be selected and highlighted on the left pane.

Click on the Increase Call Number to bring up the Do you want to add a comment box.

If you click Yes the next window you can enter the comment you want to save against this call.

The number in the All Calls column will increase.