DMBM510980 - Customer contact and data security: telephone contact: noting the record after a telephone call
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After finishing a telephone call it is vitally important that you record:
- the name of the caller and their position
- the address you verified if its necessary or there is more than one - the house number, first word of address and the postcode
- the telephone number you have verified if there is more than one
- who called
- what verification checks you have completed
- the nature of the call
- any agreements made and
- the next course of action, as appropriate.
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