Phone Calls
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The Phone Log View presents information regarding specific calls that have been made and received.  A Phone Log Record may be created for any call that the user desires to document.  One purpose would be to record a call from a new prospect. Another would be to record a defendant check-in call.   New records can be created  by clicking Insert New Record in the Phone Call search frame or  in the Phone Log sections of the Defendant View or Indemnitor View pages.  

To work with the Phone Log, click Phone Log under Client Records in the BARS Navigator.  The Phone Log Search Page opens with a list of the phone calls appearing at the bottom in the Search Frame.  Clicking on one of these records causes that phone log record to appear in the focus frame.  To create a new phone call record, click Insert New Record in the Search Frame.  To edit the existing record, click Edit in the Focus Frame.

Buttons Search Fields Related Records

Buttons

? (Help) Insert New Record Start Search Finish Search Edit Print Page Focus

Refer to the User Interface section for the use of these buttons.

The following briefly describes the use of each of the additional buttons.   

Convert to Prospect
 Copies all relevant data from the currently selected phone call record and creates a new Prospect record.  It returns a page confirming the action, providing the new prospect ID and offers the opportunity to either View the New Prospect record or Edit the record.
Convert to Defendant
 Copies all relevant data from the currently selected Phone Call record and creates a new defendant record.  It returns a page confirming the action, providing the new defendant ID and offers the opportunity to either View the New Defendant record or Edit the Record.
Convert to Indemnitor
 Copies all relevant data from the currently selected phone call record and creates a new indemnitor record.  It returns a page confirming the action, providing the new indemnitor ID and offers the opportunity to either View the New Indemnitor record or Edit the record.

 

Search - Go to - Buttons - Search - Fields - Related Records - Top

Refer to the User Interface for an understanding of the Search function.

The following searches are available in the Phone Log drop down search menu.

All Phone Calls Presents a list of all phone calls, regardless of status or date that have been recorded.
Active Phone Calls Presents a list of all phone calls with a status of Active.
Phone Calls Last 24 Hours Presents a list of all phone calls received within the last 24 hours.
Call Backs Next 24 Hours Presents a list of all phone calls with a call back date and time in the next 24 hours.
Check-in for a Defendant Presents a list of phone calls of the type Check-in for the designated defendant.
Phone Calls of a Type for a Defendant Presents a list of phone calls of the designated type for the designated defendant.
Phone Calls of a Type Presents a list of phone calls of the designated type.
Phone Calls for an Agent Presents a list of phone calls for the designated agent.
Phone Calls for a Defendant Presents a list of phone calls for the designated defendant.

Fields - Go to - Buttons - Search - Fields - Related Records - Top

Call DateTime The date and time the call was taken or made.
Call Type Classify the call
Calling Number What phone number was called?
Agent Name What agent was assigned to this call?
Agency ID What agency was assigned to this call?
Indemnitor ID The ID of the related indemnitor record, if any.
Indemnitor Name Indemnitor name, if any.  This can be entered without an ID or a related indemnitor record.  If an indemnitor ID is chosen from the list the name is entered here automatically.
Prospect ID The ID of the related prospect record, if any.
Prospect Name Prospect name, if any.  This can be entered without an ID or a related prospect record.  If a prospect ID is chosen from the list the name is entered here automatically.
Defendant ID The ID of the related defendant record, if any.
Defendant Name Defendant name, if any.  This can be entered without an ID or a related defendant record.  If a defendant ID is chosen from the list the name is entered here automatically.
Defendant DOB Defendant date of birth.
Booking Name The name the defendant was booked under.
Booking Number Or criminal number.
Bond Amount The liability amount of the needed bond.
Bond/Power Related bond number, if any.
Charge Freeform entry of charges.
Jail Freeform entry of the jail where the defendant is being held.
Court ID The ID of the related court record, if any.
Court Name Court name, if any.  This can be entered without an ID or a related court record.  If a court ID is chosen from the list the name is entered here automatically.
From Whom (Caller) Who was the call from?
To Whom Who was the call to?
Subject What was the call about?
Note Freeform note field
Call back number What number should be used to return the call?
Call Back DateTime When should be return call be made?
How did you hear about us? Did they see an advertisement?  Word of mouth?
Ad Code The agency may have a way of tracking the response to advertisements.  Record it here.
Status Active or Inactive
Phone Call ID
BARS unique identifier for the call.
Related Records - Go to - Buttons - Search - Fields - Related Records - Top
Agency The agency who took the call
Agent The agent assigned to the call
Prospect If the call is related to a prospect, its link is displayed here.
Insert New Prospect Click this link to insert a new prospect record. Unlike the Convert To Prospect button this does NOT use data from the Phone Call.
Indemnitor If the call is related to an indemnitor, its link is displayed here.
Insert New Indemnitor Click this link to insert a new indemnitor record. Unlike the Convert To Indemnitor button this does NOT use data from the Phone Call.
Defendant If the call is related to a defendant, its links is displayed here.
Insert New Defendant Click this link to insert a new defendant record. Unlike the Convert To Defendant button this does NOT use data from the Phone Call. 
Bond If the call is related to a bond, its link is displayed here.
Insert New Phone Call Click this link to insert a new, blank, phone call record.