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a) |
Applicant name. This can be any party on the client records |
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b) |
Type is predefined contact type (configurable) |
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c) |
Date next contact should be made |
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d) |
Consultant is the team member to make next contact |
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e) |
Document allows for a file to be uploaded alongside the entry |
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f) |
Text can be used to add notes. On an SQL version of Redress Manager, the text field has a maximum character length of 1024. |
The grid displays a list of the next contacts to be made.
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Save entry |
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Delete selected entry |
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Move entry to Contact History |
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Exit current screen |
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Display calendar |
Related Topics