The Events tab displays a detailed history of Events that have occurred during this Call. To manually add an Event (one that is not automatically added):
- Open a Call record
- Either go to Call > Events tab, or Call > Call tab (main tab) > Events grid, and click the Events grid ADD icon
- In the new Event record:
- Notice Event Type is MANUAL (may be changed) and the entry is recorded with your USERID and system Date / Time stamp
- Enter the Event details, including: Technician related to the event, Public Flag on / off, Comment. Note: checking the Public flag will allow External Users to view this Event
- Click the SAVE icon