Tracking Time on Phone Calls

Tracking time on phone calls can help you manage your company by being aware of how much time is spent on the phone. The Time Tracking for CRM feature must be enabled to track time on phone calls. An administrator must enable the Time Tracking for CRM feature. For more information, see Enabling Time Tracking for CRM.

To track time on phone calls:

1. Go to Activities > Scheduling > Phone Calls

2. Click New Phone Call to create a new phone call, or click Edit next to the call you want to track time for.

3. Click the Time Tracking subtab.

   Note:

   If any case, task, or event record has more than 9500 time entries to display on the Time Tracking subtab, all phone calls display a static list of time entries. You cannot edit entries directly from the list.

4. Click New Time. A popup window opens with a new time entry form.

5. Your name appears in the Employee field. Depending on your role access, you can select another employee if you are entering time for someone else.

   Note:

   For private phone calls, only employees and vendors listed as participants on the phone call record can track time against the call.

6. Enter information for this time transaction.

   For more information about entering time for Time Tracking, see Entering a Time Transaction.

   For more information about entering time for Timesheets, see Timesheets.

7. Repeat this process to track time for additional customers or employees for this call.

8. When you have finished entering information for this call, click Save.

Employees must enter their time in the Employee Center even if they also track time on phone calls.

Note:

For instructions for limiting employees' ability to enter time records, see Restricting Employee Time Tracking Entries.

Related Topics

Working with Phone Calls

Making Calls From NetSuite

Scheduling or Logging Phone Calls

Personal Preferences for Activities

General Notices