Help Center

Appearance

Keeping a Contact Log ​

Keep a log of contacts with the individual with the Contact History tool. The 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 save the Name record. Every time you need to log another contact, just repeat the process.

To create a log entry:

  1. Click the Contact History button.
  2. The Comments/History tab opens and the User and Date is added to the top of the Contact History field.

Contact Log

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

TIP

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