How Do I Delete or Edit a Logged Call?

Delete a Call Log

1. Navigate to your desired donor profile.
2. Click the phone icon on the right of the screen.
3. Select the call you wish to delete, and click Delete.

Edit a Call Log

1. Navigate to your desired donor profile.
2. Click the phone icon on the right of the screen.
3. Select the call you wish to edit, and click Edit.
4. Click Update Call when finished.

If someone on your team is currently connected to a contact using the CallTime.AI power dialer, you can navigate to that contact's page, and you will see a blue button that says Talking to... in the top right-hand corner of the contact's profile. You can click on that button to open the in-progress call log for that call.

Please note: Only one user can add notes to the same call log at the same time-- to avoid overwriting another user's call notes on the same log, be sure only one person is leaving notes at a time.