The Event Logs page can be used to view, organize, and edit all activities within FreeAgent. However, if you would like to focus on phone calls there's a section for that as well. 

User Permissions: This feature is available for all users in FreeAgent CRM.

In this tutorial, we will cover the following topics:

1. Navigate to Phone Calls
2. Filter Phone Calls
3. Change View
4. Save View
5. Export Phone Calls
6. Import Phone Calls
7. Phone Scripts

Navigate to Phone Calls

Go to Activities > Phone Calls.

All Phone Calls

Filters and Views

The filters available for Event Logs are different from those available in your Apps as there are fewer options of fields to filter by. However, every single one available will show valuable information. From the Log type to specific types of related filters such as call duration or track email.

To learn more about filters and how they work, please visit the following tutorial:
Filters

You can also change your view the same way you can with other apps in FreeAgent. The available views are listed below. To learn more about each type, click on the corresponding link.

• List View
• Rolodex
• Board
• Calendar

Save View

If you have applied some filters or even performed a specific search within your Events, you can save it as a View, for quick access. To learn more about Saved Views, please visit the following tutorial:
Saved Views

Export Phone Calls

Exporting your Event Logs is really simple. Just click the 'Export' button and choose one of the export format options. You can even schedule a report based on your filters and view. 

You have the option to export all your data or use filters and searches to narrow down the information to be exported. You can even opt to download the information of a single type if you need to. 

Import Phone Calls

You can import phone calls via the import wizard. See the article about importing your data into FreeAgent for more information.

Phone Scripts

Add a Phone Script

To get started click on 'Add Phone Script' in the far right corner of the screen.

Let's go through each section of the script creation screen.

1. Name

Create a name for your script.

2. App for Merge Tags

Merge Tags are a powerful way to pull information from your applications for use in your email templates. Here's how they work. Here's how they work.

First Select the app you want to pull information from. In this example, we're going to use the Contacts app.

Once you select the app - Contacts, Accounts, Opportunities etc. the merge tags that will be available to you are specific to that application. You can add tags in the 'Note' field. 

Merge Tags use something called "Dot Walking". It allows you to reference fields within the application you've chosen. Everything is contained between two curly brackets on each end.

1. Enter two curly brackets {{
2. Choose the field type from the drop-down list. Your choice is fields related to the user or the fields in the application you chose earlier.
3. Enter a dot after your choice and you'll be presented with a list a fields to choose from. 
4. Close with two opposite-facing curly brackets.

5. When you choose this script in the email panel you'll see the information stored in the fields you've referenced. 

3. Note

This is the box where all of the template content is written.

4. Share with team

Select 'yes' if you would like everyone in your organization to have access to the template. 

Edit Phone Scripts

You can edit existing scripts by clicking on the 'options' button to the left of the script name and selecting 'Edit'.