Contact Management Tools
Contact Management Tools
Keeping track of follow-up calls, home visits, and paperwork requirements can be essential to retaining Clients and adhering to government regulations. With our Pending and Completed Actions feature, you can set reminders for office tasks and record their completion.
This module offers you a way to organize task information such as:
- Action type (category)
- Date and time for the action to be completed
- Whom the action concerns
- Comments
- If the action was completed
- Adding a follow up task
