Quick Add Conversation

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Quickly add a conversation without opening the Customer Main Form > Conversations Tab.

 

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

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Clicking the Quick Add Conversation button will open the following form

Quick Add CustomerFollow UpPipeline PositionDurationCustomer_Quick_Add_Conversation