VTiger Quick History User Guide

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  • 1. After the installation, the module will appear on the records detail view.
  • 2. Enter the notes of the call/follow up.
  • 3. “Create Call History” is checked by default, when it’s checked it will create a completed activity with the #2 notes.
    • The activity subject will be truncated to first 100 characters of the notes(#2).
  • 4. “Schedule New Call” is unchecked by default, when it’s checked it will create a pending activity with the #2 notes.
    • The activity subject will be truncated to first 100 characters of the notes(#2).
  • 5. Select the date for the follow up
    • Note: the time for the new activity will default to 9:00AM.
  • 6. Click “Create” and you will receive the success message.

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