Call activity section includes calls from customer, calls you make regarding the account or changes to the condition of the account. Entries in the Call Activities section are listed in reverse chronological order of follow-up date.

Each action and result has a code and description. The code for the call action and call result is what appears on the Call Activity sub screen. The Call activity action codes (Action field) and call activity results codes (Results field) are user-defined.

The Call Activities sub tab displays all the call activities defined by users in both Customer Service > Call Activities tab and in Right Hand Splitter > Add Call Activity section.

This section consists of the following topics:

• Recording a Call Activity
  
• Making an Appointment
  
• Cancelling an Appointment
  
• Recording a Promise to Pay
  
• Cancelling a Promise to Pay
  
• Posting Offline Call Activities