What is the best way to log customers phone call?

[Support Team]

RangerMSP User Question*

If a client has called and left a message for an employee should we open the ticket and add a history note?

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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: What is the best way to log customers phone call?

Answer

This can be done using Messages feature. These are internal messages that are sent between users in RangerMSP and can be optionally linked to Account, Ticket/Opportunity/Contract and then shown under Account/Ticket History and also Messages tab.
In addition, message can be sent to multiple users and user will get a pop up notification when new message was received.