Refers to:
Desktop form → Contact events for Callback
Contact events → Callback By

(Callback is synonymous with “return phonecall” or “reply by email”)

This tab shows the Contact Events which, when originally made, have been marked for Callback on a particular date, for whoever is selected in the Drop Down list box.

Select a Contact Event and click the Make Contact Event button (Top menu) to create a new Contact Event for that person. The new event is populated with the same links.

When an Event has been dealt with, tick the Done check box and the Callback date will be deleted. Update will refresh the screen.

Go to the Person or Company records from the relevant buttons. Process can be used for reporting on the current selection.

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