How to Ensure Calls Are Cleared From the ACM Call List

In ACM, calls that are not properly processed will remain on the call list, potentially causing confusion or inefficiencies. This guide explains why calls may not clear from the call list and outlines the correct procedure to ensure they are removed promptly.

Why Are Calls Not Clearing From the ACM Call List?

Calls will remain on the ACM call list if the required Action Screen is not completed after the call. This ensures all interactions are properly logged and the system is updated. If the action screen is not filled out, the call will stay on the list until it is automatically removed by the system after 30 days.

How to Ensure Calls Are Cleared

1. Complete the Action Screen:

   • After finishing a call, make sure to fill out the Action Screen that appears.
   • Provide all required information, including any outcomes, follow-up actions, or notes related to the call.

2. Verify Call Removal:

   • Once the action screen is completed and saved, the call will clear from the ACM call list.
   • If the call remains on the list, double-check that the action screen was fully completed and submitted.

Key Notes

• Automatic Removal:

  • If no action is taken, the system will automatically remove calls from the list after 30 days. However, this delay can lead to an unnecessarily cluttered call list.

• Best Practices:

  • Always complete the action screen immediately after a call to maintain an organised and up-to-date call list.

Scenarios Where This Process is Useful

• Ensuring completed calls are promptly cleared from the ACM list.
• Reducing clutter and improving the efficiency of the ACM system.
• Preventing calls from remaining visible unnecessarily for 30 days.