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Callback

When editing a change order, you can record information on the date, time, and nature of a callback. The callback record is stored in the change order history.

To record a callback for a change order

  1. Select the change order from the Change Order List page on the Scoreboard.

    The Change Detail page appears.

  2. Select Activities, Callback on the menu bar.

    The Create New Activity page appears.

  3. Change the date of the activity, if appropriate, and record the time spent on the call.
  4. Enter a description for the callback, such as "left message for customer."
  5. Click Save.

    The activity is recorded on the Activities Tab on the Change Detail page.