Employees Attending


Employees attending a meeting or phone call can be easily added to a Contact Report using the Employees Attending hyperlink.


To add an Employee or Employees that were involved on a Contact Report:

1.  If you have just added a new Contact Report, you can add Employees Attending directly after saving the Contact Report by clicking the Employees Attending hyperlink at the top of the Contact Reports form.  If you created a Contact Report earlier and wish to add Employees Attending at a later date, from the "Production" menu, select "Contact Reports", then "Search Contact Reports"  to open the Contact Reports Browse screen. Narrow your search by entering report details such as Job No., Client, Office, etc.  When the desired Contact Report appears in the list, click the blue link in the ID column to access the Contact Report, then click the Employees Attending hyperlink at the top of the Contact Reports Form.

2.  From the Employees Attending screen, select employees that attended the client call or meeting by click their name in the left hand column ("Not Selected") to highlight the employee name and clicking and moving the employee to the right hand column ("Selected".)

3.  When all of the attending employees are in the Selected column, click to save your entry and return to the Contact Reports Form.