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This article will guide you though using the contacts feature when working tasks. There are four features under the Contacts tab: Phone Call - This is a log of all phone call notes entered for this task. Email - This feature will allow you to send an email directly to the client and show all email history for this task. SMS (Text Message) - This feature will allow you to send messages directly to the clients cell phone and show the text message history for this task. Person to Person - This feature will allow you to log the outcome of the face to face contact for this task. Requirements - A Master Admin login or a staff type with the following permissions:
Accessing Prospect Tasks![]() Tasks can be accessed by clicking on the Prospects tab for tasks related to Prospects or Members/Custs tab for tasks related to Members/Customers. If not already selected you may view the task list by selecting the Tasks tab. Locate the task you wish to work and click the WORK IT button. Phone Call Tab![]() After clicking the WORK IT tab you will be directed to the Tasks / Notes tab. Click on the Contact > Make A Phone Call. The phone call screen will show the clients contact numbers, last call information and a chronological list of calls on the right side of the screen. Email Tab![]() For this step click on Send An Email tab. On the left you will be able to send an email to the client. On the right you will see a list of all the email correspondence between the client and staff for this task. SMS (Text Message)![]() For this step click on Send An SMS. Like the email screen the SMS (Text Message) screen will allow you to send a text message to the client and keep a log of both the staff and client responses for this task. NOTE: If staff do not select the checkbox to "log the task as complete", they are presented with a message prompting them to complete it. ![]() You can view from the Work It when an SMS (Text Message) has failed to go through. ![]() Person to Person![]() For this step click on Contact > Person to Person. The screen will show the clients contact numbers, last face to face contact and a chronological list of interactions on the right side of the screen. Related Articles: Complete Guide To Tasks |
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