Usage:  

Several different paths can be used to create calls. The most common way to create a call is by accessing the Call and Notes tab on the Customer form.      

 

Navigation: Customer > 3. Calls and Notes      

3. Calls and Notes tab on Customer form

All existing calls that correspond to the selected Customer are displayed on this form.    

 

Available options:        

•The Left and Right arrows and the Page Counter.

•Add a new Call -

•Modify Selected Call -

•Open related Case-

•View related Case Documents -

•Two Query options are available right next to the Call Type option. Select the appropriate query options from the two drop down fields in order to display only the calls that you are looking for. The Calls that are displayed in the grid and the corresponding Call Notes, if any, are displayed on the lower part of the screen for each selected call.

•Modify Notes -

•Delete Call -

•Right click options:

➢ Refresh

➢ Complete

➢ Modify

➢ Delete

➢ Flag this Call (Toggle)

➢ Reassign

➢ Open Related case

➢ Open Related Email

➢ View Related Case Images

➢ Print this Call

➢ Print all Calls for this Customer

➢ Transfer Notes to another Call

➢ Set Column Order

• Notes section where the entered notes are displayed. You can see the notes as:

➢ Text - if you select

➢ Grid - if you select

 

 

See also:

Add/Edit and Delete Calls

Create Follow-up Calls

How to Link a Case to a Call

My Calls

Print call