Property Information: Call |
  
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Property Information: Call |
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The Call tab is used to enter and manage information about calls received regarding a property.
Drag and drop column headers into the search bar to group information by that column.
The fields are further defined:
Field |
Description |
|---|---|
Entered |
Enter the note date. |
Type |
Enter the call type. |
Open Employee |
Select the employee who entered the call. |
Close Employee |
Select the employee who closed the call. |
Status |
Select the call status. |
Note |
Enter notes about the call. |
How to Add a New Entry:
1. Click the Add 
icon or type the information into a empty section of the grid.
2. Right-click to delete a record.
3. To preview the grid information, click on the Print 
icon. The user can then print the information if necessary.