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The communications tab appears in most modules and master records (customer, inventory, sales, purchase, etc). It allows a user to enter notes that can then be assigned to either the current user or another user for followup on the specified date. While the communication module might not be considered a full CRM (Customer Relationship Management system) it can assist your team in keeping informed on your customers activities and communications.

One highly useful aspect of communications is that they can be integrated into document production and active processing (alerts).

Course Features

  • Lectures 5
  • Quizzes 1
  • Skill level All levels
  • Language English
  • Students 327
  • Certificate Yes
  • Assessments Self