Communications Records in Trivaeo Crossroads.
Here you can learn about how to use communications records!
By clicking on this link on the front sheet of Precision, you can see at a glance all communications that you or your colleagues have made with any clients.
You will find this feature will save you hours of time when you need to check details in a rush.
Each communication type is colour coded so you can easily see what’s what. Here you can see details of any calls to or from a client, Meeting details, Text messages that you have sent or received, Service or help desk requests that are attributed to this client, and of course any email records.
These records are indelible and can be given individual notes by clicking on the edit button here, entering your notes to help you remember what the call or meeting or message was about so you don’t even need to open them find what you are looking for.
Get your staff into the habit of entering a record of every communication with clients and your whole business will become de-risked and more compliant to regulations.
By using these sort controls on the top you can single out any particular client or contact, to make finding that important record as easy as it could possibly be.