Customer: Quick Add Conversation |
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Quickly add a conversation without opening the Customer Main Form > Conversations Tab.
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.
With Whom
With whom did you spoke, click the three dots to get a list of people added to the 'Contacts & Address' tab.
About
The Employee Main form allows you to set a default 'About' entry for each employee in the 'Customer Conversation About' field. When a conversation is added, either through the'Quick Add' form or directly into 'Conversation' tab, this 'About' value will automatically populate the 'About Column.'
Add or Edit the 'About' fields in Company > Extra >Table Maintenance
Create
Create a Booking.
Create Outlook Task.
Create Outlook Appointment.
New Quote.
