Path: Account->Open Items->Timeline You can ‘Escalate’ a Phone/Note/PTP item, whereby you can assign it to a different user. The item will then be assigned to that user, and will appear on their dashboard and to-do lists, and not on yours. While in create or edit mode, the ‘Escalate’ button appears.…

Path: Account->Open Items->Timeline A Phone/Note/PTP item has a ‘Status’ of either ‘Open’ or ‘Closed’. By leaving an item ‘Open’, it will stay on your ‘To-do’ lists, which means that you will not forget to follow it up. A Phone/Note/PTP item has a ‘Type’ of either ‘Account’ or ‘Group’. An ‘Account’…

Path: Account->Open Items->Timeline The timeline records all activities in both the Kuhlekt platform and the client portal. The filters at left, under the heading provide to select a single activity to focus on, and to have open items only or see all activities. This section is a combined list of…