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adding_calls
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adding_calls [2017/11/13 15:18] cfadmin |
adding_calls [2017/11/24 12:13] cfadmin |
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| **8)** Alerts can be set on a call, you have the option to the set the times here. Alerts are for ECM purposes where you can be alerted to things like no one turning up to a call for instance. | **8)** Alerts can be set on a call, you have the option to the set the times here. Alerts are for ECM purposes where you can be alerted to things like no one turning up to a call for instance. | ||
| - | **9)** | + | **9)** This section at the bottom of the screen allows for the details of the call to be added to the notes section of the client. More importantly you have the option to add this call to the current package, or overwrite the package entirely with the calls you adding now. |
| **10)** | **10)** | ||
adding_calls.txt ยท Last modified: 2021/07/14 17:46 by dominich
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