Customer contact may be any interaction with a Customer such as a telephone call or email, or a Task, Appointment or Opportunity.  The Contact tab of the Customer Management module enables the details of this contact to be recorded.  Contact entries may also be modified, printed and marked as completed. Items within the Contact tab can also be viewed as Tasks or Appointments in the associated Task or Appointment Diary and can be useful for doing follow-ups and chasing payment.

The Contact tab of Customer Management is identical to the Contact tab in the Corporate/CRM module.  Please view Corporate (CRM) – Contact for more information.

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