Thread: Date formatting
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Old 02-28-2007, 01:20 PM
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Join Date: 11-30-2006
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I added a short example how I would manage it.

To add a new customer, just go to Customers/Data and press Insert and Change name of the customer

To add new call info for a certain Customer, just go to Customer/Data/Call Notes and press Insert, you can leave the name "call note (n)", just click on the form to get the current date/time. (forms are available only in Beta Version 3)

Everything is totally customizable. For the customer, in the Data directory, you can see all the call notes in the child pane sorted ...
In the Search directory, you can see what the next action, and current status for each customer is ...
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