Using: Your Studio
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10.
Assign an employee (or multiple employees) to the task. If you need to add or
edit an existing employee, read the previous section on setting up employees.
11.
Select
Save Task
.
12.
The task will now appear on your Tasks and Events calendar on the specified
date and time.
Adding a Call
Note
: Calls can only be added from the calendar while viewing by day.
To add a call from the calendar:
1.
Make sure you are in the Tasks and Events calendar, not the Schedule.
2.
Select to
View by day
.
3.
Double-click any time in any day in the Calls column; you change the actual
time and date next.
You must double-click in the Calls column while viewing by
day.
4.
Select a customer from the dropdown box.
a.
If you want to search for an existing customer, select
Search
. Type in part
of the customer information in the Find box, select the criteria to search
for in the ―
From”
dropdown box, and select
Search
. You can also organize
the list of customers by clicking on a header to sort. When you have found
the customer, double-click the name or select it and select
OK
.
b.
If you need to add or edit an existing customer, read the previous section
on setting up customers.
5.
Choose a date and time for the call.
Summary of Contents for Studio Solution
Page 1: ...User Guide ...
Page 366: ...Index 366 Zoom 296 ...
