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
Depending on the type of document, you will be prompted with one of the following messages:
 
or
 
Details on managing PDF documents can be found here.    
 
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 contacts

5. Client contacts
Any emails or SMS messages sent from Bp Allied, whether manually, or automatically via the Scheduler will be recorded here. Emails and Phone call notes can also be manually added. The fields displayed can be updated using the Column Chooser in the same way as any grid can be updated. The Added by User field will be automatically filled in with “Automated” if an email or SMS is sent via the Scheduler.
 
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.