Table of Contents
Document the call
Description
With this command you can document a call to the currently selected address or to a contact. The documented call is saved in the activities
Application
- Click on the icon Call us by phone.
- Created to is automatically filled by the currently selected address or the contact.
- You assign another to the call Category and correct the date on which the call was made if necessary.
- Under Participants you can record those involved in the conversation, differentiated between external and internal.
- Then briefly note the most important content of the call or what is important to you in the text field.
Are you a user of the DATAflor Construction file, you can view the contents of the call for yourself or an employee resubmission lay.