• Home
  • About us
  • Features
  • Pricing
  • Events
  • Contact
Login
Schedule A Demo
  • Home
  • About us
  • Features
  • Pricing
  • Events
  • Contact

General Setup

1
  • Inviting a New Employee to Your ATOM Account

Client Management

1
  • Adding a New Client to Your Database

Workflows & Tasks

1
  • Creating and Assigning Tasks to Team Members

Getting Started

1
  • Uploading Your Client List

Billing & Payments

1
  • Setting Up Billing & Payments in ATOM

E-Signature & Forms

1
  • Uploading and Sharing Documents with Clients

Admin

2
  • ADMIN – Sites
  • Business Types

Client File

18
  • Protected: Tasks/ Notes
  • Retention
  • Prospect Messages
  • Portal Message Log
  • Permanent Note
  • Permanent Documents
  • Favorite Links
  • Events
  • EF Data
  • E-mail Log
  • Client File Dashboard
  • Contact Information
  • Communication Summary
  • Client Call Log
  • Transaction Information (Balance)
  • Appointments
  • Account Docs
  • Account Information
View Categories
  • Home
  • Docs
  • Client Management
  • Client File
  • Client Call Log

Client Call Log

1 min read

With VoIP, every client file includes a Call Log used to track the client’s calls to your software. Use this section to gather and review call data for each client.

Calendar Year and Buttons #

Calendar Year appears at the top of the page. Buttons appear at the bottom of the page.

  • Calendar Year — Dropdown to select the year you want to view. Calls are grouped by calendar year.
  • Phone Contacts — Opens a side menu of all contacts in the client file including their Cell Phone, Phone 1, and Phone 2. If a number exists in any of those fields, a call link icon appears that populates the Voice Agent with that number.
  • Link only to this client record — After selecting a call record, links the call only to the current client file. Helpful when multiple client files share a phone number.
  • View Multiple Call Records — Select multiple calls and view their information together. The View button next to a single call shows only that call’s info, while this button shows the info for all selected calls.

Field Description #

Column Headers #

  • Total Calls — Total number of calls. Click to display the list below.
  • Inbound — Number of inbound calls. Click to display them.
  • Outbound — Number of outbound calls. Click to display them.
  • Missed — Number of missed calls. Click to display them.
    • Note: Missed calls are calls no one picked up. Calls that occur when all users are Unavailable are included. Incoming calls that hang up before connecting are also counted.
  • Duration In — Total duration of inbound calls.
  • Duration Out — Total duration of outbound calls.
  • Duration Total — Total duration of all calls.
  • Duration Avg — Average duration of all calls.
  • Billable Amount — Total billable amount for all calls.
    • Note: Configure the billable amount in Users > User File > Tax and Reporting > Billing Rate communications.

Call Information #

  • Select — Use the selection box to choose calls and then use Link only to this client record or View Multiple Call Records.
  • View — Shows details for the call including the User or phone number attached to the call, call duration, date and time, billable rate, direction, and type.
    • Note: Type is used only if you have call options set up in Twilio Studio. Contact ATOM Support if you want to configure call options.
  • Date — Date and time of the call.
  • Call Duration hh:mm:ss — Duration of the call in hours minutes seconds.
  • Direction — Inbound or Outbound.
  • Type — If Twilio Studio call options are configured, shows the option selected by the caller on an incoming call.
  • Missed Call — Populates only when a call was missed or if an inbound caller hung up before connecting with a user.
  • Phone — Phone number of the call.
  • Billable Amount — Billable amount associated with the call.

What are your Feelings

Communication SummaryTransaction Information (Balance)
Table of Contents
  • Calendar Year and Buttons
  • Field Description
    • Column Headers
    • Call Information

Automated Tax Office Manager (ATOM) is the # 1 Practice Management Solution designed with your Office in mind

Call or Text: 517.940.8745

Email: ATOM_Software@parse.atomanager.com

Fax: 517.858.2418

4600 W. Saginaw Hwy Lansing, MI 48917

Learn

Features

Pricing

Testimonials

Company

About Us

Contact

Resources

Documents

Events

Sign Up

Follow Us

Facebook

Youtube

LinkedIn

Leave A Review

Privacy Policy

Cookie Policy

© ATOM Software 2025