Calls Archives - OfficeTools

Knowledge Base > Calls

How do I make sure that the staff I am assigning the To-Do or Call to, is notified of it right away?

What is the Drag & Drop box for in the To-Do’s and Calls screen?

What is the difference between “Name” and “Contact” in the To-Do and Calls screen?

Can I add my To-Do’s and Calls to my calendar like I can in Outlook?

Can I assign a Call or a To-Do to more than one person?

Should we put notes from a call in the Notes tab or do we need to create a call if we are just documenting a conversation?