Logging Calls & Adding File Notes

Logging Calls & Adding File Notes

This User Guide covers how to log a call for a Contact and how add File Notes on to the system.

Go to your contact and then click Actions then click on Log A Phone Call.

Enter your notes and Save the record.

TIP - Don't forget to tick to Update the Last Contact Date.

To add in File Notes

Go to Actions click on Add A File Note.

Enter Notes and Save the record.

TIP - Don't forget to tick to Update the Last Contact Date.

ANNOUNCEMENTS:

Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

Submit a Query
Connect to Support
Allow Jupix Support team to log into your computer. Load Teamviewer from here when requested to do so by our Support Team .

User Voice
Login to the community to suggest and vote for new and improved functionality within Jupix.
Submit a Query
Print Article Email Article Request Training