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Procore

Add a Phone Calls Entry from the Directory (iOS)

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Objective

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

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Project level Directory tool
      AND
    • 'Standard' level permissions or higher on the project's Daily Log tool.
  • Additional Information:
    • By adding a Phone Calls entry from the Directory, users can automatically save a call's information to the Daily Log tool's Phone Calls section.  
    • Users can also manually add a Phone Calls entry in the Daily Log tool. See Add Phone Calls Entries (iOS)
    • Important! The Phone Calls log must be enabled on your project's Daily Log tool. See Configure Advanced Settings: Daily Log.

Steps

  1. Navigate to the Project level Directory tool using the Procore app 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 Save to record the call's information to the project's Phone Calls section.
    Note: This action will save the following information to the Phone Calls section:  'Created By,' 'Call From,' 'Call To,' 'Start Time,' 'End Time,' and 'Description.' 

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Changes are automatically saved to the Phone Calls section.