Call logging: A matter of record
For an accountant, an accurate record of what is said over the telephone can make the difference between career success and disaster. In the first part of this feature, Steve Roth asked AccountingWEB members about how they do things. In the second part of the feature, Simon Hurst looks at some of the technological solutions.
The majority of accountants take written notes of telephone conversations. Ideally the note should be made contemporaneously. However, there can often be a substantial lag between a telephone conversation and putting notes on file.