The Calls and Notes features of the Customer card allow you to record correspondence with your customer, as well as any special notes that you wish to record for the Customer.
The Calls tab lists all of the telephone calls that you have logged with this Customer.
Adding a New Call
Click the New button to enter a new call on the Calls drawer.
Call Type
You are able to classify each Call entry you make using the Call Type setting. Call Types are defined in the Customer section of the Setup panel.
Call Duration
The Call Duration field allows you to record the length of your call.
Marking a Call for Follow Up
You can mark a call for Follow Up by checking the Follow Up checkbox and assigning a User to the Follow Up by selecting a User from the popup menu that appears when clicking the User shown. Calls marked for Follow Up appear in Trackers if it’s set up to show Calls to Follow Up. Selecting a date will provide a further filter that can be searched in Trackers in the Browser.
Editing and Deleting a Call
To edit a call, double-click the call in the Call list or select it and click the Edit button. To delete a Call, select the call and click the Delete button.
The Notes tab lists all of the Notes that you have entered for this Customer. If a Customer has notes on file, a pop-up window will appear anytime that Customer is added to a sales document.
Adding a New Note
Click the New button to enter a new Note on the Notes drawer.
Marking a Note for Follow Up
You can mark a Note for Follow Up by checking the Follow Up checkbox and assigning a User to the Follow Up by selecting a User from the popup menu that appears when clicking the User shown. Notes marked for Follow Up appear in the Tracker if set up to show Notes to Follow Up. Selecting a date will provide a further filter that can be searched in Trackers in the Browser.
Editing and Deleting a Note
To edit a Note, double-click the Note in the Note list or select the Note and click the Edit button. To delete a Note, select the Note and click the Delete button.
