Contact for reply
How to use this window
Use this window to plan a reply phone call from KB regarding planning of a meeting with a relationship manager.
The screen will open either automatically (if the meeting cannot be planned directly) or manually from the New meeting screen.
Description of the window and its elements
| Element | Description |
| Detailed description (up to 500 characters) | A text field to enter details of the reply phone call or the planned meeting (such as the topic to be discussed, the product to be concluded, etc.) |
| Display sent form | Press this link to display the sent form associated with the contact for reply. The link is displayed only if a form exists. |
| Phone number for replying | Use this field to enter the contact phone number. |
| I prefer phone call contact within the following hours | Use this field to enter the required date and time of the return phone call. You can choose the date using the associated calendar. |
| Back button | Press this button to return to the screen from which the contact for reply was called up (List of meetings, New meeting or Change meeting). If the Contact for reply screen opens automatically, the button will not be displayed. |
| Send information to KB button | Press this button to plan the requested reply phone call. |
MojeBanka Business