Calyx Point 7 - Documenting Client Discussions

Point User Guide 409
Client communication
4 To indicate the next contact or meeting, enter a contact date, time, and a note about
the reason for the contact in the
ContactDate, Time, and Memo fields.
You can schedule up to three future calls or meetings in the
Contact Information
dialog box.
5 Enter the source of the referral in the
Source field.
6 Enter any additional information in the
Comments field.
7 Click OK.
8 To remove the first item from the list, click Done.
To move the item to the conversation log, click Yes in response to the subsequent
prompt. Otherwise, click No to delete the item.
The remaining entries are automatically moved up in the list.
Documenting client discussions
Every file in Point includes a conversation log to record your interactions with prospects
and borrowers. Each entry is date and time-stamped and with the most recent entry listed
at the top.
To access the conversation log:
1 Open a prospect or borrower file.
Recommendation
For more advanced functionality such as setting up meeting reminders,
use the Task Manager to schedule calls and meetings.
Tips
• Perform a “Search by Contact Date” search from the Loans tab on
the navigation panel to search for upcoming calls or meetings for
your prospects and borrowers.
• Run the Contact Information Report to create a report of scheduled
calls and meetings for a specific date or date range.
Related information
• Refer to Documenting client discussions, on page409, for
information about the conversation log.
• Refer to Chapter 17, Tasks, for information about managing tasks.