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TCM keeps track of all your incoming and outgoing telephone calls.
Before you start your call, click on the outgoing call button and
search for the contact. Now when you start your call to the contact
you will have all their earlier correspondence in front of you. The
information you will see on screen will be the last item linked to the
contact, be it a telephone call, scanned image, word-processed
document, spreadsheet, etc. To move through the earlier correspondence
click on the drop down list and choose the item you wish to view on
screen. |
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Once you have started talking to the contact make notes in the area provided at the bottom of the screen. In the example above, you can see that a document that has been linked to the contact you are calling, appears in the call screen. If you ensure that you make a record of all your calls, then when you are not sure about what the contact said, you will have a record of the conversation that you can always refer to. |
