Call Incoming

oThe Incoming Calls communication type is used when creating a comm record to document an incoming call from a client or creditor.

oThe user can also add notes and documents/files to the CRM record, the record can also be assigned to a specific user.

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This is an example of the Incoming Calls form

 

Minus18The following can be found on the Incoming Calls Form:

·Type:

oThis will display the type of communication that will be inserted.

 

·Assign Communication To Client:

oAllows the user to assign the communication record to a client.

 

·Assign Communication To Obligation:

oAllows the user to assign the communication record to an obligation.

 

·Assign Communication To Creditor:

oAllows the user to assign the communication record to a creditor.

 

·Other:

oAllows the user to assign the communication record to any other communication.

 

·First Names:

oDisplays the first names of the selected client.

 

·Surname:

oDisplays the surname of the selected client.

 

·File number:

oDisplays the database file number of the selected client.

 

·Telephone:

oDisplays the home number of the selected client.

 

·Cell:

oDisplays the Cell number of the selected client:

 

·Email:

oDisplays the email address of the selected client.

 

·ID Number:

oAllows the user to select the client for which to create the CRM record (Automatically inserted if CRM record is added from the Client Browse CRM control).