Call Descriptions Maintenance

Usage:

Similar to Call Types, Call Description is used to record a brief description or purpose of the entry. Users have the option to select from the pre-defined list of Descriptions or enter their own.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Calls >  Descriptions

V11 - CRM - Calls - descriptions

Call Description Maintenance form

 

Please Note: You have the possibility to link an existing description to a Call Type. This means that the selected description will be available only when the corresponding Call Type is selected.

In order to be able to select a call type to link to a description please make sure you have already entered at least one Call type in:

              - Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Calls  > Types

 

hmtoggle_arrow1How to add a new Call Description:

hmtoggle_arrow1How to update a Call Description record:

hmtoggle_arrow1How to delete a Call Description record:

 

See also:

Call Types Maintenance

Call Status Maintenance