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Contributed by Niall Milton
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Wednesday, 06 April 2005
Niall Milton www.calibrenet.com.au
We develop a customised TeleMagic User Guide for each client. In it we recommend that making scheduled calls should be done by using the Pending Activity list, that calls should be made on their scheduled date, and from the linked contact record. A key element is that making a call on the day it is scheduled will give a prompt when saving the call notes to "Add information to the call you had scheduled for this contact today?", thereby completing it and removing it from the pending call list. This avoids the issue of 2 activities that you mentioned.
Below is an extract from our User Guide (detuned from Word to plain text for this email).
You may download and view a copy of one of our User Guides at -insert link here- Just be aware that it's approx 27Mb to download. Each client has a customised version that includes their database template screen shots etc, and their business specific procedures.
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| Last Updated (
Monday, 18 April 2005 ) |
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