Microsoft Office Tutorials and References
In Depth Information
Using CiviCRM
The results are then displayed in a list on the next page.
If we then click on the Name of a contact (which is currently their email address from
the synchronization) we will be taken to that contact's profile where we can manage
their details, and log meetings and calls.
The profile is divided into tabs, each of which contains more information on the
contact, such as relationships to other contacts (useful if multiple contacts from an
organization are customers; we can record that one is the employer of the other),
notes on a customer and so on.
The links just below the tabs allow us to log and schedule meetings and calls with
that customer. Let's look at logging a call.
The first few options allow us to enter a subject for the call, the telephone number
used to make a call (or the number used to call us), as well as the date and time.
There is even a calendar link so we can select the date from a calendar.
Search JabSto ::

Custom Search