Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
Add a Phone Call/Other Message
This only records that a contact has been made with a client and include any notes typed. The duration can be captured if desired. It does not actually record the call itself.
The Client Details screens can be opened after the Phone Call/Other Message window is opened. This will go in behind the main Bp Allied screen and need to be clicked on to come to the front.
In the Document / Phone calls tab
Click Add Phone Call or Other Message
OR
In the Appointments or Clients toolbar
Click Record Phone Contact
The Phone Call/Other Message - [Client Name] window will display
Client Selector
If opened from the Client Record then that Client will default into the Client field
This only records that a contact has been made with a client and include any notes typed. The duration can be captured if desired. It does not actually record the call itself.
