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a)

Applicant name. This can be any party on the client records

b)

Type is predefined contact type (configurable)

c)

Date next contact should be made

d)

Consultant is the team member to make next contact

e)

Document allows for a file to be uploaded alongside the entry

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

Contact management