Call & SMS Logging

Free and Way Better licenses.

ion8 Call Connector logs all calls and texts (SMS) that are received by your telephony system. The following information is captured in the body of the logs:

• Call Direction (“Inbound” or “Outbound”) FREE

• Telephony System FREE

• Call Duration FREE

• Call (“From”) FREE

• Recipient (“To”) FREE

• Call Summary WAY BETTER

• Call Recording Link WAY BETTER

• Call Transcript Link WAY BETTER

Call Recording Storage needs to be turned on and configured in order for these links to be included in the body of the call logs.

Clio Manage

In Clio Manage, calls and SMS are logged in the “Communications” tab.

• If a Contact exists, call and SMS logs are associated with the Contact.

• If a Contact does not exist, calls and SMS are logged but not associated with a Contact.

• If a User exists, call and SMS logs are associated with the User.

• If a User does not exist, call and SMS logs are not associated with a User.

Clio Grow

In Clio Grow, calls and SMS are logged as Notes.

• If a Contact exists, calls and SMS are logged as Notes within the Contact’s record.

• If a Contact does not exist, the call or SMS is not logged.

Zoho CRM

In Zoho CRM, calls are logged in the Calls module, and SMS are logged in the Notes module within the Contact or Lead record.

Calls

• If a Contact or Lead exists, the call is logged within the corresponding Contact or Lead record.

• If a Contact or Lead does not exist, a new Contact is created and the call is logged within the new Contact record.

• If a User exists, the call is associated with the User.

• If a User does not exist, the call is not associated with a User.

SMS

• If a Contact or Lead exists, the SMS is logged as a Note within the corresponding Contact or Lead record.

• If a Contact or Lead does not exist, a new Contact is created, and the SMS is logged as a Note within the new Contact record.