18.9. Other Common Communication Situations

Other Communication Usage

Creating a Call Log or Communication Reference

For Public and Volume Clients, we have the “Long Notes” internal section where you can stash a note about a client communication. Search the client and open their profile.

For Volume Clients, HQ Chat tool is the one stop shop for communication with volume clients. It allows for a transparent log for all staff members to read what has been communicated with a VC. It’s a good practice when chatting with VCs about something you’d like to document, you recap it in the chat so there’s a visual history for all staffers.

These messages will be available for reference via Chat by clicking the VC’s name. Scroll through the message history to review.