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Procore Support (en-au)

Add a Phone Calls Entry from the Directory (iOS)

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Objective

To add a Phone Calls entry from the Project's Directory tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' and above on the project's Directory tool
      AND
    • 'Standard' and above on the project's Site Diary tool.
  • By adding a Phone Calls entry from the Directory, users can automatically save a call's information to the Site Diary tool's Phone Calls section.  
  • Users can also manually add a Phone Calls entry in the Site Diary tool. See Add Phone Calls Entries (iOS)
  • Important! The Phone Calls register must be enabled on your project's Site Diary tool. See "Configure Advanced Settings: Site Diary" in the See Also section below. 

Steps

  1. Navigate to the project's Directory tool using the Procore app on an iOS mobile device.
  2. Tap the user you want to call.
  3. Tap the phone number of the user you want to call. 
  4. Tap Call to confirm that you want to place a phone call to the user.
  5. Once the call is complete, tap the Notes field to add optional notes that will appear in the entry's 'Description' field. 
  6. Tap Savto record the call's information to the project's Phone Calls section.
    Note: This action will save the following information to the Phone Calls section:  'Created By,' 'Call From,' 'Call To,' 'Start Time,' 'End Time,' and 'Description.' 

    2018-01-10_15-33-28.png

Changes are automatically saved to the Phone Calls section.

See Also