Telephone Call Log

Log

Log

Telephone Call

Telephone Call


This form is used by employees to log all client-related phone interactions, including scheduled and unscheduled calls, whether answered, missed, incoming, or outgoing.

It captures key details such as the date, time, purpose of the call, participants, discussion summary, and follow-up actions.

The form supports effective communication tracking, improves client relationship management, and ensures consistency across project teams.

It also helps maintain a clear record for future reference and internal collaboration.

Reason for Invoice Deductions

Rules:

Please only copy the code numbers.

Do not include the description.

For Example: Code 01i

Options:

Code 01i
Start a Project.

Code 02i
Prospecting Client/Quotation Follow Up’s.

Code 03i
General Enquiry.

Code 04i
Prospective/Appointed Third-Party Consultants.

Code 05i
Contractural Undertaking Meeting.

Code 06i
Prepaid Scope of Service as part of the Contractual Agreement.

Code 07i
Prepaid Meeting as part of the Contractual Agreement.

Code 08i
Scope of Service outside the usual scope of Architecture North Ltd's services, requested by Architecture North Ltd.

Code 09i
Meeting outside the usual scope of Architecture North Ltd's services, requested by Architecture North Ltd.

Code 10i
Extenuating Circumstances.

Code 11i
To Be Determined Within the Pre-Booked Appointment.

Code 12i
CPD.

Code 13i
Spam.

Most importantly,
this is your project,
and we want to ensure that you are satisfied with the end results.