Case history plays important role while interacting with prospects and customers. It will be a solid digital proof with you in case of any grievances.
1. When you want to just add history without setting or updating call or meeting details select person from Quick Search Bar.
2. Click on name of the person in side-bar.
3. Click [+] button beside the Note.
4. Type note and press Enter button on keyboard to save note.
The new note will be saved in history on current date.
Whenever you make Phone Calls or update Meeting Schedule through first 2 buttons on Today Bar.
Whenever you set Next Action through last 2 buttons on Today Bar.
Whatever you enter in Note section will go to history after pressing Done and Next button.
Click on History button on Home Screen to refer complete case history of selected person.
Click on Member History option from Self Evaluation menu.
Click on Print button to preview entire history of that person.