To edit a Call activity
- Open a customer's record in the Manage customers window.
- Select the Calls tab.
- Edit the call activity by selecting one of the following options:
- Double-click the gray box to the left of the date to open the Activity Detail window, click Edit, and then update the activity as needed. Click Save on the Activity Detail window; or
- Select the cell to edit, enter the appropriate data, and Tab to continue entering data in additional cells for this call activity; or
- Select a new activity to edit; or
- Click Save.
Once the call activity is updated in the Manage customers window, you can select the box to the left of the date to view the changes on the Activity Detail window.
10.6 Production Release. Updated 10/5/2005 3:22:30 PM
© Copyright by Advanced Solutions International, Inc.
All rights reserved.