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NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

Finding a List of Today’s Uncompleted Calls #

To find a list of phone calls that must be made today,
open the Calls hub. The hub defaults
to show all of your uncompleted calls, in order of past due phone calls,
today’s required phone calls, and then a listing of all other uncompleted
calls. To view the details of any phone call, click on the desired line
to select the call and then double-click to open that call.

Finding Calls for an Individual Client #

To find a list of phone calls related to a specific client,
open the client’s record and click the
Communications tab. All completed and non-completed calls related
to this client will be shown. Double-click on a line to view a specific
call.

Finding Calls for a Specific Session #

To find a list of phone calls related to a specific session,
open the session’s record and click the Communications
tab. All completed and non-completed calls related to this session will
be shown. Double-click on a line to view a specific call.