Conversation Lookup

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All conversations are listed here. You can filter and sort your conversations.

 

Go to Customer > Conversations

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Show All CustomerOpen This ConversationDurationSales PipelineLead SourceLead RatinglIs Follow UpHowWith WhomAboutDaysOpenedSelect BetweenClear Search DataSelect VisibleCheckboxSecurity: Can view only ownPrint ConversationOpen CustomerMy Follow UpsClear GridRefreshBulk ChangeAnalysisOpen EnquiriesPrintSummary BarSearch rowCheckboxGrid ReportSelect VisibleDate QuickDate RangeCustomer_Conversation_Lookup

To add a conversation, go to the Customer Main Form or use the Quick Add Conversation button