Glossary entry (derived from question below)
English term or phrase:
calendar file appropriately
English answer:
Note the file with the date of contact.
Added to glossary by
Wilman
Apr 9, 2009 01:21
15 yrs ago
English term
calendar file appropriately
English
Other
Insurance
Advise customer to contact us and calendar file appropriately.
I would appreciate if someone could explain what it means. Thanks.
I would appreciate if someone could explain what it means. Thanks.
Responses
4 +3 | Note the file with the date of contact. | ARCQProductions |
Responses
+3
21 mins
Selected
Note the file with the date of contact.
After the customer contacts you, make a note of the date of the contact with the customer. It might also mean that they want to see that customer's file when they talk to them, but I'm not leaning too much toward that one. In my office, calendaring a file means to note in the file when any given event [related to that file] happens. I hope I helped a little bit!
4 KudoZ points awarded for this answer.
Comment: "Thanks."
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