Phone: Difference between revisions
From MobileX for SageCRM
Crmtogether (talk | contribs) No edit summary |
Crmtogether (talk | contribs) No edit summary |
||
| Line 9: | Line 9: | ||
and select Phone to record the conversation. | and select Phone to record the conversation. | ||
[[File:Phone2. | [[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 | 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. | [[File:Phone+1804.jpeg]] | ||
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:logged_phone_call. | [[File:logged_phone_call.jpeg]] | ||
Revision as of 22:54, 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, click 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
