Phone Log Reminder to call back



Is there anyway one can set a reminder in the phone log to call back a
client? Have a client who has been using Maximizer for years and wants to
rather use BCM, but wants the same features with regards to making a call and
ending it with reminders. He does not want to go to tasks and retype the

Advice would be most appreciated.





When on the account's/contact's "History" tab, you can select a specific
call/history item, and then choose "Follow up" from the Toolbar at the top
of the page. From there, you can select the timeframe in which you want a
reminder to follow up - the next day, the next week, custom date, etc...
this follow up will then show in your tasks, and you can also set it to send
you a reminder.

Hope this helps!


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Phone call reminders 1
Phone Call Logs/Journals 0
log phone calls with BCM 0
Phone Call Start Date - Phone Log 1
Phone Calls 0
Phone Log 2
Scheduling Phone Calls 3
Back dating phone logs-work around needed 0