Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
Opening a Document, Email or Phone Call on a client record
Add Document button
Click the Add Document button to add a document to the Client's record.
Click the Add an Email button to add an email to a client record
You must have your emails in an email application on your local PC, e.g. in Outlook to be able to use this feature
If your emails are stored on a MAC or accessed via a web browser, e.g. Internet Explorer or Safari then the emails need to be saved onto your local machine as a document and added via the Add Document option.
Any emails or SMS messages sent from Bp Allied, whether manually, or automatically via the Scheduler will be recorded here. Emails and Phone call notes can also be manually added. The fields displayed can be updated using the Column Chooser in the same way as any grid can be updated. The Added by User field will be automatically filled in with “Automated” if an email or SMS is sent via the Scheduler.
to open the document
or 
to view information about the document
to delete the document
to print the document
