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Customer: Conversation Lookup

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Go to Customer > Conversations

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

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Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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Customer Conversation Lookup

All conversations are listed here. You can filter and sort your conversations.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Show All CustomerOpen This ConversationDurationSales PipelineLead SourceLead RatinglIs Follow UpHowWith WhomAboutDaysOpenedSelect BetweenClear Search DataSelect VisibleCheckboxSecurity: Can view only ownPrint ConversationOpen CustomerMy Follow UpsClear GridRefreshBulk ChangeAnalysisOpen EnquiriesPrintSummary BarSearch rowCheckboxGrid ReportSelect VisibleDate QuickDate RangeCustomer_Conversation_Lookup

To add a conversation, go to the Customer Main Form or use the Quick Add Conversation button

 

https://bit.ly/SIConversationLookup

 

Keywords: Conversation Lookup,SMS - List