Search Again: Re: Scheduling Call Backs From: Ray Hatch Date: Monday, June 3, 2002 Time: 3:14:47 pm Follow this scenario. I'm making collections call's. A customer promises to pay on a certain date. I want to schedule a day to call that back. I would have to go out of the customer screen, into the planner screen, find that customer and schedule a call back. Can we make this easier? -----Original Message----- From: Shawn Hogan [mailto:shawn@digitalpoint.com] Sent: Monday, June 03, 2002 2:28 PM To: Optigold ISP List Subject: Re: [Optigold ISP] Scheduling Call Backs Ray Hatch wrote: > On the main customer info screen there is a button to schedule a call back. > Is there a way to select a date for call back and give notes as to what that > callback if for? You could do it with the employee planner (since it can be assigned to a specific customer)... - Shawn ------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (858) 452-3696 --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html --------------------------------------------------- --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Scheduling Call Backs by Ray Hatch on Jun 3, 2002 at 11:18:25 am Re: Scheduling Call Backs by Shawn Hogan on Jun 3, 2002 at 2:32:07 pm Re: Scheduling Call Backs by Ray Hatch on Jun 3, 2002 at 3:14:47 pm Re: Scheduling Call Backs by Shawn Hogan on Jun 3, 2002 at 3:55:30 pm