Author Topic: Call Log  (Read 2053 times)

admin

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Call Log
« on: September 06, 2013, 10:28:09 am »
Another important aspect of Buy Here Pay Here is Customer contact.  To help keep track of Customer promises and followup, you can use the Call Log.  To access this click on the Call Log button located on the main screen or click the Call Log tab.



Add Comment
Once the Customer is selected, click on the "Add Comment" button to add a comment, and a reminder date.  When complete, click on "Update Comment".

Edit Comment
Select the comment you want to edit out of the list as shown above.  Click on the "Edit Comment" button to edit the comment and/or the reminder date.  When complete, click on "Update Comment".

Delete Entry
Select the comment you want to delete out of the list as shown above.  Click on the "Delete Entry" button.  You will be prompted to confirm the deletion.  If you choose Yes, the entry will be deleted.


Call Log View
The call log view allows you to separate the entries shown in your Customer Call Log Grid to display only Reminder comments, or Customer comments.  When you select either option your grid will resort with the appropriate information. 

Reminders
If you would like to schedule a reminder date on a comment, click on the Reminder Date field and select the date out of the calendar.  Once you click on Update, and finish your entry, your Reminder Date will be set.