How to record a Phone Call

This section is similar to notes. It is a record of information that you may have covered in a phone call.

  • Go to the relevant Diary - Select Phone Call +.
  • In the Description area, type in notes from the conversation. (Maximum of 2,000 characters)
  • If necessary, you can link to a Group and/or Include in portal.

Click Save & Close when finished creating the note.

 

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Reaching out to our support team:

When creating a support request please ensure you have placed as much information as possible to help the support agent to investigate your query. I.e., full contact details, contact number, company name and items regarding the issue you are experiencing. I.e., tenant/owner/supplier/property name, a copy of a report (if possible).

If you require additional assistance, click here to submit a support request or click on the pink/white Help button from within Palace.

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