(1) In ZCRM Help, it says that when logging a Call, I can "
Click
Save
, or click
Save & Create Follow-up Task
to save and create a follow-up task." On the Log a Call pop-up dialog,
I can see "Save", but not "
Save & Create Follow-up Task
". This is exactly what I want to do--but where is it?
(2) On the same pop-up form, there is a mandatory field: "Call Result". When I log the call, the call is recorded on the contact's record under Closed Actions. But where is the "call Result" data that I entered? How do I get that field data to show in the "Closed Actions" on the Contact Record?
(3) The "Edit Call" form is a better and more comprehensive dialog than the "Log a New Call" form. But I cannot use that form until after I have Logged a call. Why not scrap that too small and incomplete Log a Call form, and just use the Edit Call form, instead for new and previous calls?