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To enter a Call activity

To insert new call activities, you must have a Customers authorization level of three (3) or greater.

  1. Open a customer's record in the Manage customers window.
  2. Select the Calls tab.
  3. Select the Date field to the right of the * and enter the date for the Call activity.
  4. Press Tab to continue entering data in additional cells.
    • Continue to press Tab past the last cell to enter another activity; or
    • Click Save.

See Also

Managing Call Activities

Manage customers window - Calls tab

To view a Call activity

To edit a Call activity

To delete a Call activity


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