Navigation: Calls  

 

Available options:  

My Calls

Department Calls

V12 - Calls navigation

Calls navigation

 

 

Other Places where calls can be created:

1. Customer Calls and Notes tab on Customer form .

2.My calls form

3.Department Calls section. Here all calls are grouped by department.

4.Cases > Call Notes. Calls for selected case can be added here.

5. Customer Main form. Note that here ONLY the Pending calls that correspond to the selected customer are visible.

V12 - Customer - Call and Notes - Pending Calls

Pending calls on Customer form