faq2-01

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IQX won’t let me make a contact event against a client

You MUST select a contact first. This applies even if there is only one contact against the client

Relates to:
Contacts → contact form + Make Contact event button

  • Click on the contact tab
  • Double click on a contact
  • The contact persons details will now show in the top right hand side of the client information screen
  • You will now be able to create a contact event



See also
3.3 Contact events.

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  • faq2-01.1512146147.txt.gz
  • Last modified: 2017/12/01 16:35
  • by 127.0.0.1