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Conversations

OfficeTalk lets you document any conversations that you have with contacts or companies. A Conversation is either an incoming or outgoing telephone call or a face to face conversation. Once recorded, a conversation will be kept as a history item against the related company or contact and may be viewed in the history tab in Company or Contact View or from within History View.

More:

Recording a Conversation

Reading Existing Conversations

Editing Existing Conversations

Deleting Conversations

Adding to a Conversation Thread

Following a Conversation Thread

Categorising Conversations

Specifying Access Rights to your Conversations

Customising Conversations

Searching For Conversations

Printing a Conversation


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