Create New Conversation Dialog Box
Use this information to specify conversation details.
Field / Option | Description |
---|---|
Comment Type | Enter a comment and / or select from the following actions:
|
Conversation Type | Select a conversation type. |
Select Employees or Groups of Employees | Select one or more employees to add to the conversation. |
Select Client Contacts | Select one or more client contacts to add to the conversation. |
Parent Topic: Fields and Options