New Service Calls are entered when a call comes in from a client or potential client. There are a few ways to enter a New Service Call, all of which are outlined below.
Method 1
1. From the menu, click Tools
2. Click New Service Call
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3. The New Service Call form will open.
Method 2
1. In the toolbar, click the Call button
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2. The New Service Call form will open.
Method 3
1. In the toolbar, click the New button
2. Select Service Call
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3. The New Service Call form will open.
Remember, this is your record of the call. Enter as much or as little information about the call as you wish.
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