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Procore

Add a Call Log Entry from the Directory (iOS)

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Objective

To add a Call Log entry from the Project's Directory tool on an iOS mobile device.

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' on the project's Directory tool and Daily Log tool.
  • By adding a Call Log entry from the Directory, users can automatically save a call's information to the Daily Log tool's Call Log.  
  • Users can also manually add a Call Log entry in the Daily Log tool. See Add Call Log Entries (iOS)

Steps

  1. Navigate to the project's Directory tool on an iOS mobile device.
  2. Tap the user you want to call.
  3. Tap the phone number of the user you want to call. 
  4. Tap Call to confirm that you want to place a phone call to the user.
  5. Once the call is complete, tap the Notes field to add optional notes that will appear in the entry's 'Description' field. 
  6. Tap Savto log the call's information to the project's Call Log.
    Note: This action will save the following information to the Call Log:  'Created By,' 'Call From,' 'Call To,' 'Start Time,' 'End Time,' and 'Description.' 

    2018-01-10_15-33-28.png

Changes are automatically saved to the Call Log.

See Also

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