Difference between revisions of "Followups"

From docs
Jump to: navigation, search
Line 4: Line 4:
 
[[File:app_followups.png|100px|thumb|right|Callproof Mobile App Call History]]
 
[[File:app_followups.png|100px|thumb|right|Callproof Mobile App Call History]]
 
== What are Followups? ==
 
== What are Followups? ==
 +
  
 
User's can see their followups history and appointment history from here.   
 
User's can see their followups history and appointment history from here.   
Line 10: Line 11:
  
 
* '''Followups''' - Shows history of followups.  Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc.  
 
* '''Followups''' - Shows history of followups.  Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc.  
 +
  
 
* '''Appt History''' - Shows the history of appointments.  This will be all times a user has checked into and out of an appointment.  Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc.  Clicking the Future checkbox on top will show all appointments that were scheduled as future appointments. This feature is tied to [[Google Calendar Integration|Google Calendar]] and is beta testing.
 
* '''Appt History''' - Shows the history of appointments.  This will be all times a user has checked into and out of an appointment.  Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc.  Clicking the Future checkbox on top will show all appointments that were scheduled as future appointments. This feature is tied to [[Google Calendar Integration|Google Calendar]] and is beta testing.

Revision as of 15:39, 15 October 2013

Path: Callproof Support - Mobile App - Followups


Callproof Mobile App Call History

What are Followups?

User's can see their followups history and appointment history from here.

Two tabs are available on the top of the screen.

  • Followups - Shows history of followups. Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc.


  • Appt History - Shows the history of appointments. This will be all times a user has checked into and out of an appointment. Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc. Clicking the Future checkbox on top will show all appointments that were scheduled as future appointments. This feature is tied to Google Calendar and is beta testing.