Touchpoints: Revision history

From Apps for Sage 300

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8 April 2024

  • curprev 11:1811:18, 8 April 2024Acs300Admin talk contribs 421 bytes +421 Created page with "thumb Touch point records are # Emails # Logged phone calls # Logged SMS messages These can be stored under * AR Customers * AR Customer Contacts * AR Customer Orders * AP Vendors * Prospects They are not available under * Items (1) The touchpoints tabs all have this icon (2) Toggle the list to view details Saved Emails also have a button to open a dialog to view in full"