Hoicko CRM Activity Modules: Tickets, Calls, Visits & Email

Hoicko CRM's Activity module covers four linked-record types—Tickets, Calls, Visits, and Email—each connectable to Leads, Inquiries, Accounts, and Contacts.

Creating a Ticket

Fields: Description, Subject, Due Date, Assigned To, Assigned By, Priority, and links to Leads/Inquiries/Contacts/Accounts.

Logging a Call

Fields: Description, Subject, Date and Time (Call Date), Call With (Name), Task, Requester, Requester Comment, Call Remark, and a link to Leads.

Logging a Visit

Fields: Visit Details, Visit Type, Visit Date & In Time, Out Time, Minutes of Meeting, Meeting Number, Meeting With (Name), and links to Leads/Inquiries.

Sending an Email

Compose directly from within the CRM with To/CC/BCC, rich text formatting, and file attachments — sent emails appear in the Sent Items tab.

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