Customer Explorer Customer Tree Options & Activities Inner Office Message Inner Office Right-Click Options

Customer Tree Options & Activities

Inner Office Message Right-Click Options

New Message is the only right-click option available for the Inner Office Message menu tree option.  Selecting this option will open the New Inner Office Message form.  The User will enter information according to your company policy and procedures.

Follow the link for detailed information on how to use the Inner Office Message feature.

ss2719

2031

 

 

Page   1  2                                                            Page  2