The Phone Messages set allows you to track incoming phone messages for each Associate. Phone Messages are viewed in the Organizer and the Where Used forms.
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Label
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Type
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Meaning
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For:
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Associate
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The associates to whom the entry applies.
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On:
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Date
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The date on which the entry was created
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At:
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Time
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The time on which the entry was created
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Status:
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Choice
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The status of the entry:
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Active
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The entry is being worked on
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On Hold
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The entry is on hold pending other activity
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Completed
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The entry has been completed
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From:
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Text
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The name of the person with whom left the message
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Of:
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Text
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The company that the person represents
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Phone:
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Phone Number
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A Phone Number that is related to the entry
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Note:
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Text Block
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The message and/or instructions of the entry
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Job:
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Link / Work Product
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The work product entry that this entry belongs to. Note that the label will vary according to
the system
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Taken By:
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Associate
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The Associate that created the entry
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eCandidus Group
