Create a Log Entry for Multiple Contacts

Creating multiple identical log entries can be done from each of the lists (Customer, Address, and Unit) as well as the List Builder.

1. From the Customer, Unit, or Address List, select the desired contacts by clicking the checkbox next to each name.
2. From the list toolbar, click  Log Entry.
3. The form appears, with Log Entry: Multiple People displayed in the title bar.
4. 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.
5. Choose whether to move their Next Contact Date further in the future in the Calendar by clicking the Change to checkbox 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.)
6. Last, under WAS, click the Add line checkbox and enter the amount of Time Spent (in minutes).
7. Click  OK  to accept and close the form.