For certain professional requirements, it is sometimes important to maintain a proper phone call and message memo. This formal document contains all sort of calls and messages made for professional dealings and services and in order to keep a tractable record, all this data is placed to especially designed call memo templates.
These templates are also capable of placing text messages along with calls and arrange them in order based upon ascending dates.
Phone Memo Template:
Whenever required for professional inquiries of any other purpose, with the authority of owner, this data can be retrieving and consulted to mention the reason and outcome of relevant calls or messages. There are customizable Excel memo templates particularly used for this purpose. Once drafted for the desired reason, a record keeper or a person himself can make entire record so elaborative using this tool.
Short Hand Sorting with Call and Message Memo Templates
Smart solutions are always appreciated and preferred over ordinary methods of doing a task. Similarly on professional basis where time and precision is everything, calls and message memo templates help you in short hand sorting of the required data.
These templates are based on Excel spreadsheet with descriptive calendar and timeline running along each activity and using Excel sorting function for dates or time, you can check instantly whom and what exactly you talked about. This template document can be use for both inquiries and memorization. Some other saliencies of these templates are listed below here;
- Instant query and finding
- Exact entry placing and precise sorting
- No flaps and intermingling record
- Sort able in many ways
- Automated record building with sourced links
Once you define the specific targeted section for record maintenance, you can simply find any call or message record along with contact details and time of the activity.