Sorry if this has been answered, Im new.
If I make a call to a client is there a way to link that call to a matter.
Say the call was 43 minutes, can I save that as a time entry to a matter directly? without having to make a time entry from scratch?
Many thanks,
Ian
Best answer by Sara Sultan
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+1
Hello Ian,
It depends on how you are tracking that phone call. If you are using RingCentral, the integration would allow the time tracked to be added to a matter. If you do not use RingCentral, there is a timer in the upper right hand side of every Smokeball window to allow you to have a manual time for this. When done with this timer, it can easily be turned into a time entry.
Okay, so theres no real way without RingCentral to link over a item in the list?
I’ll check out RingCentral :)
+1
Hello Ian,
What do you mean by “link over a item in the list”? Where is this list?
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