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.
Editing an Appointment
When an appointment has been created it will appear on the Customer screen under the Communication tab. (The same details also appear on the Projects > Communication screen).
Right-click on an appointment’s date and select Open:
Here you can change any of the details previously entered including the date, time and duration and the appointment details such as changing the resource and comments.
Click Update to save the changes immediately.
(The same edit window can be opened from the appointments diary view).
Communication (Contact History) articles:
Creating a new appointment (communication entry)