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Can I keep track of contacts with customers and suppliers ?

221  Events

For quality service, it is important that interactions with your customers, suppliers and other contacts are recorded. You will be able to quickly find the subjects of a telephone discussion held several months ago, a response sent by e-mail, etc.

 

These different interactions are recorded in an Events file, accessible via the Contacts menu.

 

An Event record contains the following main fields:

 

  • Start and end date and time, Duration
  • Name of the employee concerned
  • Address record concerned
  • Type of interaction (Phone, E-Mail, Appointment, etc.)
  • Description of the event
  • Free fields and remarks
  • E-mail or letter sent or received

 

Once you have entered all this information, validate the Event form.
Can I keep track of contacts with customers and suppliers ?