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Customer: Quick Add Conversation

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Quickly add a conversation without opening the Customer Main Form > Conversations Tab.

 

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

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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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Clicking the Quick Add Conversation button will open the following form.

This data will be displayed in the Customer >Conversations form as well as the Customer Conversation Lookup form.

CreateShowAboutAboutWith WhomQuick Add CustomerFollow UpPipeline PositionDurationCustomer_Quick_Add_Conversation

 

https://bit.ly/SI_Quick_Add_Conversation

Keywords: Billing Time,Quick Add Conversation,Recording your Time