Whatsapp Incoming
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Navigation: The User Interface > What is in Simplicity > Toolbar > Tickets > Whatsapp Incoming |
oThe incoming whatsapp communication type is used when creating a CRM record to send an whatsapp to a client directly from the system.
This is an example of the whatsapp incoming form
The following can be found on the incoming whatsapp 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). |