Activity Creation

Activity Creation #

~.UcClient.~ is configured by default to add a new 'Phone' communication on the matched Clio Contact and Matter records when a call ends. The activities created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and prefix information will be added to the 'Body' section of the phone call record where available.

Screenshot

Activity creation can be disabled in the ~.UcClient.~ settings.

Refer to the screen pop section for more information about how task creation works with multiple screen pop matches.

Features may vary depending on your licence and communications platform. Please contact your provider for details.