Sage Software 5.8 ユーザーズマニュアル

Doing Your Work 

The Communication Summary page for the communication is displayed. 

When you scroll down the page you can view the status, action (type), 
date/time, and details of the communication.  

In addition, you can select: 

−  The Continue link to return to the list of Communications that were 

returned from your search. 

−  The Edit link to change the status of the Communication. 

−  The Main Menu link to return to the Main Menu. 

 

1.  Select Communications from the Main Menu. 

2.  From the Communication Search page, select the Calendar link. 

A calendar displays for the current month, organized per week. If you have 
any tasks or appointments for a specific week, the calendar entry is prefixed 
by "(A)" for appointments or "(T)" for tasks.  

 

CRM Calendar 

3.  Select a week in which you have appointments or tasks. 

A list of days is displayed.  

4.  Select a day in which you have an appointment or task (A) or (T).  

The communication list for that day is displayed. 

Now you can select the link of the Communication you want to view and 
review the Communication Summary page in the usual way. 

 

 

4–6    Sage CRM