Customer: 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


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


Keywords: Conversation Lookup,SMS - List