Touchpoints

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Revision as of 12:18, 8 April 2024 by Acs300Admin (talk | contribs) (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")
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Touch point records are

  1. Emails
  2. Logged phone calls
  3. 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

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