How To: Using the Config Feature (02-51)
Overview
This tutorial describes how to use the Config feature on the Customer Call Log screen.
This option is used to add or remove entries in the ‘Note Status’ drop-down list, which appears on the ‘Notes Entry’ screen when entering a new call log.
Video
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Step-by-Step
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- Click the Config button on the main screen of the Customer Call Log screen. The ‘Status Type Entry’ window opens.
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- The list of default statuses appears on the left. To delete any of these, double-click on the status and click Yes at the confirmation prompt. To add a new status, enter it in the field on the right of the window and click the Add Status button.
- When you are finished, click Close.