Contact History

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Contact History

The Contact history shows all open (or closed and open) contacts/activities/tasks for the selected prospect. The grid is editable, and the essential information can be altered as required.





View Open Only: Only the activities flagged as open will be displayed if this is ticked. If the option is not ticked, both open and closed items are displayed.


New Note / Activity / Task... Edit selected Task... Follow up on the task... See the customer Activity task screen for the PDi CRM Task screen.