Keeping a Contact Log

Keep a log of contacts with the individual with the Contact History tool accessed with the *Special button.

This tool inserts a new line at the top of the Contact History on the Name Comments/History tab and stamps the current date and user at the beginning of the line.  Simply add your comments, then close the window.  Every time you need to log another contact, just repeat the process.

To create a log entry:

1. Click the *Special button.
2. On the Special window, click the Contact History button.
3. The Comments tab opens and the User and Date is added to the top of the Contact History field.

4. Add your comment, then click the Save button to save the comment.

Note:  you may also keep a contact log using the optional CRM module, which provides more advanced logging options and a reporting system.