Phone: Difference between revisions
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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 viewing an entity, it may be necessary to make a call, simply touch the phone icon and have your conversation. | ||
[[File: | [[File:Makephonecall2.png]] | ||
When the conversation is finished, | When the conversation is finished, tap on the plus icon | ||
[[File:funcDropdownIcon.png]] | |||
[[File: | and select Phone to record the conversation. | ||
[[File:Phone2.jpeg]] | |||
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: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: | [[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
