Phone number hot links now include a prompt for users to enter a note regarding the call when the phone number is double-clicked.

Key Details:

•When a phone number hot link is used, the system will prompt the user to record a note about the call.

•The type of note offered depends on the context of the hot link (e.g.):

oCRM Phone Number → prompts for a CRM Note/Attachment

oDebtor Phone Number → prompts for a Debtor Note/Attachment

oCreditor Phone Number → prompts for a Creditor Note/Attachment

oEmployee Phone Number → prompts for a Employee Note/Attachment

Benefits:

•Ensures important call details can be captured immediately.

•Supports better tracking of communications across CRM, debtors, creditors and employees etc.