Phone calls

Exports the selected activity to a Groupware target folder: Contact folder, task folder or calendar folder. The phone note is stored there as a task. For­matting in the comment field supported in the CRM doesn’t appear in the Groupware directly but in an additional task docu­ment (RTF).

This allows you to create follow-up activities for the current activity. You can change details such as “Comment” etc. in an input form with attributes taken from the original activity.