CRM Follow-up Edit Window

 

 

A historical log of key activity can be easily recorded in SWORD, along important Reminders.

 

NOTE: Spell check your work by pressing the F7 key.

 

The CRM icon provides access the the followup reminders for the person logged into SWORD.

 

 

Optionally, SWORD can automatically open the CRM table for 'Activities That Require Follow-up' upon startup if the option is checked on the Employee and Sub-contractors edit form.

 

NOTE: Spell check your work by pressing the F7 key.