The Communication section allows you to create and store all contact with a customer (previously called Contact History). The Communication tab of the Customer screen stores all contact details and appointments. Appointments are also shown visually on the Appointments diary.
The 2 displays are interlinked so that changes in the customer screen flow through to change the appointment diary and vice versa.
Before using Communication entries ensure you have setup some Actions and Resources in order to select them from the lists.
This is the tab within the Customer List screen:
Double-click on the tab heading Communication to launch the list of appointments in their own window.
In the expanded view you can click and drag the first row to expand the row height so you can see more of the comments. You can resize the whole window by clicking and dragging the edge of the window.
Right-click Date
Right-click on the date of an appointment to access the following menu options:
Open
Open the appointment record to see all details and make changes. See Editing an appointment.
New
Start a new Communication item for this customer.
Create Quote/Sales Order and Create Quick Quote/Sales Order
Click to begin a new full quote or quick quite for this customer.
(Only available if the customer does not already have a quote or order on the system).
Open Quote/Sales Order
Click to open this customer's quote/order.
(Only available if there is already an order on the system).
Click to select a recipient for email communication, relating to the entry. You can choose either Customer, Sales Person or Resource.
Text [SMS]
Click to select a recipient for text {SMS] communication, relating to the entry. You can choose either Customer, Sales Person or Resource.
Communication (Contact History) articles:
Creating a new appointment (communication entry)
Editing an appointment (communication entry)
Resulting an appointment (communication entry)