Client conversations

You are able to keep track of external communications and internal office communication by staff members which are done on a daily basis, the source/department who initiated the communication can be through I.e. phone calls, office meeting.

To register a new communication

Steps:

  1. Log into the system
  2. Go to "Client Management" module and click on the "Client Conversation" link
  3. Click on the “New Communication” button at the top left of the page
  4. A new communication form will pop out
  5. Fill in the details the details of the specific client you communicated with in the all the provided fields; client name, contacts, mode of communication (Internal or external), duration, a quick description of what was discussed, action plan on what will be done and the person handling
  6. Scroll down and click on the  ”Add Communication” button to save

To view all clients conversation registered in the system


Steps:

  1. Go to client management module
  2. Click on the “Client Conversation” link
  3. Scroll down to “Client Communication” to view all the clients communications  registered in the system