Webservice Outgoing
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Navigation: The User Interface > What is in Simplicity > Toolbar > Tickets > Webservice Outgoing |
oThe Webservice Outgoing type is used when creating a CRM record to schedule any outgoing web services.
This is an example of the Webservice Outgoing form
The following can be found on the Webservice Outgoing Form:
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·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). be populated with the client's information). |