Create a Contact Log entry from a profile, or multiple entries at one time from the Customer, Address, Unit and List Builder.
From a toolbar list View
Select one or more contacts then click Log Entry.
From a profile View
Select Communicate, then Log Entry.
- You can customize the note any way you like. For example, instead of putting your initials, you could put the word, Call in the Initials field.
- Choose whether to move their Next Contact Date further in the future in the Calendar by clicking Change to and selecting a future date from the date picker. (You'll want to use this option if you're sending an email, and would like to follow-up with a phone call.)
- Last, under Weekly Accomplishment, click the Add line check box and enter the amount of Time Spent (in minutes).
- Click OK to accept and close the form.
To view all entries made within a date range, see View Calls & Email Entries from the Contact Log.