CRM Phase 2 - Flipbook - Page 29
Using an Action
Button
4. Introduction
Within the set up of the Contact Codes is a facility to populate an action button to appear during the creation of a
particular contact based upon the contact code being used. E.G If a contact code 8LET9 has been set to give an
action button to send a letter the follow icon will appear when the contact is created:
Compose a Letter. When chosen you are taken to the Letters facility within the
customer record, this allows you to either print an already created template letter, or you
can choose the Letter templates option from the File menu.
Send SMS. When chosen this action button will give you the facility to send the
customer an SMS text message using the mobile phone number held in the customer9s
record. When the button appears an additional tab will appear to the foot of the contact
screen giving you access to type your text message and send.
Send E-mail. Allows you to send the customer an E-mail from within the contact
screen. When the button appears an additional tab will appear to the foot of the contact
screen giving you access to type your E-mail and send.
Using an Action Button
02.003.03 L1 9304E
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