PerClient Help Center

Tracking communications with "Start Call" button

With the new "Start Call" button at the top of the window, you can start tracking a conversation as soon as it begins. If you visit a client, project or task during the call, you will be able to assign it to your current call by clicking in the corresponding button on the top area.

Once the call is finished, you can click in the "End Call" button on top, and you will be redirected to a page, to complete additional information about the call and save it. The "Date" and "Minutes spent" fields will be already completed. And if you assigned a client, project or task to the call, it will be preselected too.