Support Borneosoft

Friday Jan 22, 2010

Schedule reminder to touch base with customer on the first weekday every month

If you want to schedule reminder to touch base with customer on the first weekday every month:
1. Set the schedule and add the customer's contact.
SettingSchedule.png

2. Record any conversation with the customer.
UpdateContactNote.png

3. You can always see the history of the conversation (update).
History.png

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