Other Tab

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Use this tab to keep track of the items a communication relates to such as Lead, Quote, Product. The time spent on the communication is calculated using the timeframe that the Communication form was open for this specific Communication. The time is captured on the exit of the form and displayed upon re-entry.

Lead

If the Communication is related to a Lead, select a Lead from the dropdown list. If the Communication is created from the related record, then this field will be automatically filled.

Quote

If the Communication is related to a Quote, select a Quote from the dropdown list. If the Communication is created from the related record, then this field will be automatically filled.

Campaign

If the Communication is related to a Campaign, select an existing Campaign from the dropdown list. If the Communication is created from the related record, then this field will be automatically filled.

List

If the Communication is related to a List, select a List from the dropdown list. If the Communication is created from the related record, then this field will be automatically filled.

Service Request

If the Communication is related to a Service Request/Call, select a Service Request/Call from the dropdown list. If the Communication is created from the related record, then this field will be automatically filled.

Pledge

If the Communication is related to a Pledge/Donation, select an existing Pledge/Donation from the dropdown list. If the Communication is created from the related record, then this field will be automatically filled.

Booking

If the Communication is related to a Booking, select an existing Booking from the dropdown list. If the Communication is created from the related record, then this field will be automatically filled.

Primary Product

Select the main Product that this item relates to from the dropdown list. The list includes all the Products registered in the CRM database that are allowed for Leads. Products are set-up in CRM System Settings, Utilities.

Method Detail

Enter any text for the Method of Contact. You can enter up to 50 alphanumeric characters.

Priority

Select the Priority of the Contact from the dropdown list, indicating the importance/urgency. This list includes all the values entered in CRM > System Settings > Maintain Lookups.

Closed By

Select the CRM User that Closed the Communication from the dropdown list. This list displays all the CRM Users defined in System Settings > User Maintenance.

Closed Date

Enter the Date that the Communication was Closed.

Time Spent

This field is automatically updated. CRM keeps track of time spent on this Communication, by calculating the time that the form was open. The time spent updates when you save the form and displays during re-entry.

You can't update this field.

Cold Call

Select this option if this was a cold call (no previous contact existed).

Connection Successful

Select this option if a successful connection was made.

Private Access

Private Access defaults to selected. If selected, the private checkbox restricts the view of this Communication in eCRM/eService to only the Organisation that it belongs to.

New communications created from eCRM/eService are selected as Private, by default.

Web Accessible

Private Access defaults to selected. If selected, the Communication is available for use in eCRM/eService.

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