With Credenza Pro, when you setup a Team you can easily take phone messages for others you work with. Anyone who takes a call can assign a callback to another Team member. So for example your assistant can take a call while you are out and mark you as the person who needs to make the callback. When you return to the office you’ll see it in your list of callbacks.

With Credenza Pro you have a complete record of all client communications, so emails, along with details of phone calls and messages are all at your fingertips.