About Adding Telephone Messages

Telephone Messages are a convenient way of quickly entering the subject and description of telephone conversations.

Open

Add a Telephone Message

1. Select Message.

2. Select who the message is From from the dropdown menu.

3. Select the Phone Number from the dropdown menu.

4. Select who the message is Assigned To.

5. If applicable, edit the Subject.

6. Enter a Description.

7. Select Email To from the dropdown menu.

8. If applicable, place a checkmark in the CC Me checkbox.

9. Select SAVE to add a Telephone Message.

10. Otherwise, select CANCEL to return to the previous screen.
    
    

    Open

    

11. View the Task.
    
    

Related Pages

Tasks