Phone: Difference between revisions

From MobileX for SageCRM
No edit summary
No edit summary
 
(4 intermediate revisions by the same user not shown)
Line 3: Line 3:
[[File:Makephonecall2.png]]
[[File:Makephonecall2.png]]


When the conversation is finished, click on the plus icon
When the conversation is finished, tap on the plus icon


[[File:funcDropdownIcon.png]]
[[File:funcDropdownIcon.png]]
Line 9: Line 9:
and select Phone to record the conversation.
and select Phone to record the conversation.


[[File:Phone1b.png]]
[[File:Phone2.jpeg]]


You can indicate if this was an incoming or outgoing call by selecting the appropriate radio button.
You can indicate if this was an incoming or outgoing call by selecting the appropriate radio button, making your notes and tapping the tick on the top right to save


[[File:Phone2a.png]]
[[File:Phone_1804.jpg]]


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


[[File:Phone3a.png]]
[[File:logged_phone_call.jpeg]]

Latest revision as of 23:30, 31 August 2020

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, tap on the plus icon

and select Phone to record the conversation.

You can indicate if this was an incoming or outgoing call by selecting the appropriate radio button, making your notes and tapping the tick on the top right to save

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