Create a Comm Log Entry in a Sales Order

Create a Comm Log Entry in a Sales Order

Overview  

It is possible to add a communication log entry from a sales order. This will then appear in the customer's Comm Log. This is useful if the customer has a query or if they want you to know something, for example changes to their circumstances. A step by step guide can be found below the video.



Steps 

  1. In a Sales Order, go to the CRM tab.
  2. Enter Edit mode.
  3. Use the New Item button to add a new entry.
  4. Enter the details as required.
  5. Save the entry.

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