Call Descriptions Maintenance |
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Call Descriptions Maintenance |
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Call Descriptions Maintenance |
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Call Descriptions Maintenance |
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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: File > Global Settings > CRM Lists > 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:
- File > Global Settings > CRM Lists > Calls >Types
1.Click 2.Enter the new Description name. 3.Select the Link to Call Type if you wish to link this description to a Call. If the Description is linked to a call type the call will display only when the selected call type is entered. 4.Check Display on Web if you need the description to be available on web applications. 5.Click |
1.Select the Description record you wish to update by clicking on it. 2.Click 3.Enter the new name in the Description field, or change the settings for Link to Call Type. You can link this description to other types, or you can leave the field blank. 4.Click |
1.Select the Description you wish to delete by clicking on it. 2.Click 3.Select YES when prompted for confirmation. Please Note: The record will be deleted from the database, but you may add it back at any time. |
See also:
