Call Notes Detail Screen
The Call Notes Detail Screen allows you to view all the information associated with a Call Note.
This screen may be accessed from a number of locations in the App however once on the screen the operation is much the same.
Depending on the type of Call the interface can contain different information.
- The Call Type is indicated at the top of the screen
- Any Note that was made as part of the Call will be included in the next section
If the Call Type resulted in an order being created this will be displayed int he bottom section of the screen.
Related Articles
Call History Search Screen
The Call History Screen allows you to review history and report on Calls and Journal entries. This article describes how to use the Call History screen. Online Help The help link will provide you with online access to our knowledge base with the ...Adding Notes to Orders
This article describes how to add Notes to an order for both the complete order (i.e. general notes) and also individual lines on an order (i.e. product specific). Order Notes You can add a note to the order in different stages of placing the ...Journal Notes for Retailers
Adding a Journal Note This article covers how to create a Journal note on the iPad. Journal notes are the notes captured during an interaction with a Retailer. Journal Notes are taken during an interaction with a customer, and are designed to ...Retailer Detail Screen
The Retailer Detail Screen allows you to view all the information associated with a Retailer. This screen may be accessed from a number of locations in the App however once on the screen the operation is much the same. Retailer Detail Buttons At the ...Retailer Detail Screen
This article describes the Retailer Details screen and how to manage your retailer settings and information. Online Help The help link will provide you with online access to our knowledge base with the articles filtered in relevance. Information Pane ...
Popular Articles
Home Screen and Navigating the System
The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...Setting a Retailer to have Website access from the Management Portal
To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...Inzant Website CMS User Manual
The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.Creating Hyperlinks
There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...Initialising & Resyncing the Inzant Sales App
If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
Recent Articles
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...Changing the Order of Favorites Lists
In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...How to Create and Manage Favourites List on iPhone
In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...