call_note_logging
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call_note_logging [2022/03/28 11:48] – darryl | call_note_logging [2023/06/21 11:35] (current) – external edit 127.0.0.1 | ||
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===== Calll Note Logging ===== | ===== Calll Note Logging ===== | ||
- | Call Note Logging allows you to choose which actions are auto-saved as Call Notes. | + | Call Note Logging allows you to choose which actions are auto-saved as Call Notes. |
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+ | When the System Settings Sidebar opens, select Call Note Logging. | ||
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here you can choose which actions will result in a Call Note being logged. These changes are based around the [[Custom Code]], the [[Employee|Engineer]], | here you can choose which actions will result in a Call Note being logged. These changes are based around the [[Custom Code]], the [[Employee|Engineer]], | ||
- | Be sure to click the save settings option once you have made your choices. | + | When you have made all the changed that you need to make, click the save button to save the changes. |
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call_note_logging.1648468100.txt.gz · Last modified: by darryl