You can see the communication history tab throughout Clik Service, which allows you to store any communication you’ve had with a customer or supplier.
- To log a communication, click on new call under the communication history tab.
- Fill in the call details form.
- Select whether it is an existing contact or a new contact. If there is not an existing contact, click new contact and it will save the details against the call details and company contacts tab for next time.
- If you want a reminder to call back click create call back.