Usage:
This option will allow any user to call the customer that is currently displayed on the screen.
Navigation:
1. Open the Customer form and select a Customer. To do that: •Click on the Customers icon on the left Menu tab •Or navigate to View > Customers 2.Click on Customer > and select the option to call the customer : •Dial Office Phone •Dial Cell Phone •Dial Other Phone
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3 Call Customer |
-Or- 1.Open the Customer form and select a Customer. To do that: •Click on the Customers icon (left screen shot) on the left Menu tab •Or navigate to View > Customers •Or press F3 key on your keyboard 2.Click on the icon next to the phone number that will be dialed. |
See also: