Phone Log Reminder to call back

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M

Margy

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

information.

Advice would be most appreciated.

Margy
 
N

ngoldapple

Margy:

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!

-N

"Margy" <Margy@office.co.za> wrote in message

news:86A02FED-1EFE-4AA6-9DFD-6972B37F9C3C@microsoft.com...
> 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
> information.

> Advice would be most appreciated.
> > Margy
 
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