This screen is used to update contact (request) information. An ID field (auto numbered) is created each time you add a record. The con tat date will default to the current system data. Click the button with the ... to select the customer making the contact or request. Click the button next to the Status field to change the status from the default value of New. Click the button next to the Taken By field to select the staff member taking the call. Enter the Contact Details (this may have been entered by the customer if you are using the web interface) in the next field. Click the ... button next to the Assigned To field to select the staff person assigned to complete the contact. Next, enter the action taken or planned in the Response field. Click the Calendar button to select the date completed. Finally, click the ... button to select the Staff person who completed the contact.
The second tab provides a large box for entering any additional contact information.
