Differences
This shows you the differences between two versions of the page.
quick_guides_23 [2022/12/09 11:37] – created Meena Brock | quick_guides_23 [2022/12/09 11:43] (current) – Meena Brock | ||
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(2.21.11+) Where you have multiple Person records linked to a Contact Event (e.g. sending Cv’s from a vacancy shortlist as an example) when sending an email from the Contact Event and adding Person Documents you will see a list of all their documents, prefixed with their name before a semi colon. This will allow users to add supporting documents from different candidates. \\ \\ | (2.21.11+) Where you have multiple Person records linked to a Contact Event (e.g. sending Cv’s from a vacancy shortlist as an example) when sending an email from the Contact Event and adding Person Documents you will see a list of all their documents, prefixed with their name before a semi colon. This will allow users to add supporting documents from different candidates. \\ \\ | ||
- | {{:: | + | {{ : |
==== Making a Contact Event with a Linked Pop Up Reminder ==== | ==== Making a Contact Event with a Linked Pop Up Reminder ==== | ||
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You can now have pop up reminders for Contact Event Call Backs that you have set. From the pop up you can click on the Contact Event button to see the original contact event. | You can now have pop up reminders for Contact Event Call Backs that you have set. From the pop up you can click on the Contact Event button to see the original contact event. | ||
- | {{:: | + | {{ : |
Please note that if you amend the call back date and or time on the pop up this will be added to your diary for the specified date and time, however you will not get another pop up at the rearranged date and or time. \\ \\ | Please note that if you amend the call back date and or time on the pop up this will be added to your diary for the specified date and time, however you will not get another pop up at the rearranged date and or time. \\ \\ |