Delete a Comm Log Entry from within the Comm Log Screen
Delete a Comm Log Entry from within the Comm Log Screen
Overview
The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video.
Steps
Open CRM.
Click on Leads (Comm Log).
Double clickon the company you wish to remove the comm log entry for.
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Overview You can add a comm log entry for a sales order Configuration With the sales order open in Edit mode, select the CRM tab. Click +New and populate as required. Notes/Caveats Entries made against a sales order will also be visible from within ...
Overview The Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do ...
Overview You can prevent a company from appearing in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Select the company you wish to ...