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Opening a Document, Email or Phone Call on a client record


Opening a Document, Email or Phone Call on a client record
 
1

Add Document button

1. Add Document button
Click the Add Document button to add a document to the Client's record.
2

Document rows

2. Document rows
Rows of documents added to a client record
 
Click to open the document
 
Click to view information about the document
 
Click to delete the document
Click to print the document
3

Add Phone Call or Other Message button

3. Add Phone Call or Other Message button
Click the Add Phone Call or Other Message button to record details of a phone or other conversation
4

Add an Email button

4. Add an Email button
Click the Add an Email button to add an email to a client record
  • You must have your emails in an email application on your local PC, e.g. in Outlook to be able to use this feature
  • If your emails are stored on a MAC or accessed via a web browser, e.g. Internet Explorer or Safari then the emails need to be saved onto your local machine as a document and added via the Add Document option.
5

Client area

5. Client area
Rows of emails added to a client record
 
Click to open the email\phone record
Click to delete the email\phone record
Click to print the email\phone record
6

Print All buttons

6. Print All buttons
Choose the Print All buttons to print all of the attached documents. The left button print documents and the right prints emails.