Get the free Telephone Contact Memo template

Telephone Contact MemoPrincipal Investigator: IRB #: Study Title: Subject ID: Date of Contact: Time of Contact: Person/Organization Contacted: Name of staff person involved in contact: Discussion:

How to fill out telephone contact memo template

How to fill out telephone contact memo

1. Start by taking out a blank telephone contact memo form.
2. Begin by writing down the date at the top of the form. This will help keep track of when the memo was created.
3. Write your name or the name of the person creating the memo in the 'From' field. This will let the recipient know who the memo is coming from.
4. In the 'To' field, write the name of the person or department the memo is intended for.
5. Write a brief and concise subject in the 'Subject' field. This will give the recipient an idea of what the memo is about.
6. Use the 'Message' or 'Body' field to provide all the necessary details. Include any relevant information that the recipient needs to know.
7. Make sure to include any contact numbers or extension numbers that may be needed for further communication.
8. After filling out all the fields, review the memo to ensure it is clear and contains all the required information.
9. Sign your name at the bottom of the memo to indicate that you are the author.
10. Distribute the filled out telephone contact memo to the appropriate person or department.

Who needs telephone contact memo?

1. Telephone contact memos can be useful for various individuals and organizations.
2. Some common examples include:
3. - Business professionals who need to communicate important contact information to colleagues or clients.
4. - Office administrators or managers who need to keep records of telephone conversations or messages.
5. - Customer service representatives who need to document contact details for follow-up or issue resolution.
6. - Secretaries or personal assistants who need to relay messages or important phone numbers to their bosses.
7. In short, anyone who needs to provide or receive telephone contact information in a formal manner can benefit from using a telephone contact memo.

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What is telephone contact memo?

A telephone contact memo is a written record documenting a phone conversation that took place.

Who is required to file telephone contact memo?

Any individual or organization who conducts business over the phone may be required to file a telephone contact memo.

How to fill out telephone contact memo?

To fill out a telephone contact memo, you need to include the date of the call, the names of the parties involved, a summary of the conversation, and any action items discussed.

What is the purpose of telephone contact memo?

The purpose of a telephone contact memo is to keep a record of important phone conversations for future reference.

What information must be reported on telephone contact memo?

The information that must be reported on a telephone contact memo includes the date of the call, the names of the parties involved, a summary of the conversation, and any action items discussed.