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Managing Call Activities

The Calls tab enables you to view all call activity records for a customer.
The following fields display on the Calls tab: Date, Attachments(s), Note, Follow Up, Assigned to, Follow Up Date, and Action(s).

Note: The fields that display on the Calls tab depend on the settings your administrator defines.

In This Section

Manage customers window - Calls tab

To enter a Call activity

To view a Call activity

To edit a Call activity

To delete a Call activity

See Also

Historical Customer Data

History Tabs Overview

Sorting history tab data

Reviewing the History area

Viewing Results

Viewing Record History

Managing Letter Activities

Viewing Company Rosters

Viewing AR/Cash Activity Records

Viewing Billing Items

Managing Activity Records

Viewing Event Registrations and Activities

Viewing Orders and Order Activities

Viewing Exhibition Registrations and Activities

Viewing Exposition Activities

Viewing Certification Activities

Managing Label Preferences

Viewing Change Log Activity Records

Viewing Fund Raising Information

Managing Matching Plans Information

Managing Notification Information

Viewing Opportunity Information


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