Free Financial Call Log Template
Financial Call Log
This log is designed to document calls from clients reporting issues with their credit cards, track the steps taken to resolve the problem, and manage any necessary follow-up actions. It ensures effective communication and resolution of credit card-related issues.
Prepared by: [YOUR NAME]
Date: [DATE]
[YOUR COMPANY NAME]
Log Overview
|
Date and Time |
Caller Name |
Contact Number |
Reason for Call |
Details of Conversation |
|---|---|---|---|---|
|
01/01/2050, 10:00 AM |
John Doe |
(555) 123-4567 |
Problem with unauthorized charge |
Client reported an unauthorized charge of $150 on their credit card. Verified transaction details and initiated a dispute process. |
|
01/02/2050, 11:15 AM |
Jane Smith |
(555) 123-4567 |
Card not working at ATMs |
Client’s credit card was declined at ATMs. Confirmed that the card was activated and advised client to try again. |
|
01/03/2050, 01:30 PM |
Mark Johnson |
(555) 123-4567 |
Incorrect charge amount |
Client reported a charge discrepancy on their statement. Reviewed transaction history and issued a correction. |
|
01/04/2050, 02:45 PM |
Emily White |
(555) 123-4567 |
Lost or stolen card report |
Client reported their card as lost. Card was deactivated and a replacement card was ordered. |
|
01/05/2050, 03:00 PM |
Laura Brown |
(555) 123-4567 |
Dispute resolution follow-up |
Followed up on an earlier dispute regarding a fraudulent charge. Confirmed resolution and refund status. |
Notes & Reminders
-
Log Details Promptly: Ensure all call details are recorded immediately after the conversation to maintain accurate and up-to-date information.
-
Verify Issues: Confirm the validity of the reported issue and any discrepancies before initiating resolutions or follow-ups.
-
Document Actions: Clearly record all steps taken to resolve the issue, including any corrections, replacements, or disputes initiated.
-
Track Follow-Up: Monitor the status of follow-up actions to ensure that issues are resolved in a timely manner and clients are kept informed.
-
Review and Update: Regularly review the log for any outstanding issues or pending actions and update the status as necessary to keep the log current.
