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 Type
of Communication: Select the type of
communication from the
drop-down list.
Start
Time: Select the start time of the communication
from the dropdown list.
End
Time: The end time of the appointment is
automatically calculated, based on preferences set in
the Appointments Type window. Select from the drop-down
list to edit the end time.
Units:
Adjust the units if necessary.
Billable: Indicate if the communication is billable. If
so, the billing rate for the selected client will be
entered.
Re
Client: Select from list of current clients.
With:
Select the type of contact.
Contact
Name: All contacts associated with the client of the
type selected above are listed. Right click and choose
“Edit” to update the client’s contact list.
Topic:
Enter the topic of the conversation/communication.
Notes:
Add any additional notes regarding the communication.
Follow-up: If follow-up is necessary, describe it.
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