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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