Adding a Comm Log Entry from a Company Record

Adding a Comm Log Entry from a Company Record

Overview  

The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video.


Steps 

  1. Open the company record that you wish to add a Comm Log entry for.
  2. Click on the CRM tab.
  3. Click on Communication Log sub tab.
  4. Click on the Edit button.
  5. Click on the + New button to add a new entry into the grid.
  6. Select the Contact Type.
  7. Add the description and response as required.
  8. Update the next date and time as required.
  9. You can tick the HL checkbox to highlight the entry with a red background. This is useful if you want the entry to stand out from the other entries.
  10. Click on the Save Company button to save the entry.




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