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When viewing an entity, it may be necessary to make a call, simply touch the phone icon and have your conversation.

Makephonecall2.png

When the conversation is finished, click on the plus icon

FuncDropdownIcon.png

and select Phone to record the conversation.

Phone1b.png

You can indicate if this was an incoming or outgoing call by selecting the appropriate radio button.

Phone2a.png

The information noted, is then saved as a communication against that entity

Phone3b.png