Phone

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Revision as of 18:02, 28 February 2014 by Crmtogether (talk | contribs) (Created page with "When viewing an entity, it may be necessary to make a call, simply touch the phone icon and have your conversation. File:Make_phone_call.png When the conversation is fin...")
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When viewing an entity, it may be necessary to make a call, simply touch the phone icon and have your conversation.

When the conversation is finished, select Phone on your menu highlighted in green here and record the conversation.

You can indicate if this was an incoming or outgoing call but selecting the appropriate radio button.

The information noted, is then saved as a communication against that entity