Logging Contacts

To log a contact with an individual:

1. Open the individual’s record (Name or Faculty).

• If you opened a Name record, select the Comments/History tab. The CRM Contact History window is below the Special Needs and Contact History fields.
• If you opened a Faculty record, select the Other tab.

2. Press ALT+F12 to open the Log CRM Entry screen.

3. The current date and user is automatically entered for you and the cursor is placed in the Type of Contact field. Enter the type of contact designation (e.g. P for Phone contact).
4. Enter a brief note, up to 60 characters, in the Subject of Contact field.
5. Click the Log It button to record the entry.