Use Contact Log records to track conversations that the organization has had with an individual, either via telephone, through email, or through conventional mail.
Follow these steps to log a contact between an individual and the organization:
- Open the Persons record and select either the the Incomplete Contact Log tab tab or the the -Complete Contact Log tab tab.
- The Incomplete Contact Log tab lists contact log records that have not taken place yet; their status is "Incomplete, In-Progress", or "On Hold."
- The Complete Contact Log tab lists only contact log records that do not require additional action; their status is "Complete."
- The Web Clicks tab is an optional tab that tracks Web Clickthrough information for your organization's e-Business site. For a particular Persons record, this tab displays the Web Clickthrough records linked to that person. This tab is only visible to organizations who have e-Business 4.5 Service Pack 1 and higher. Web Clickthrough records are generated automatically by an e-Business site.
Person's -Contact Log Tab
- Open a new Contact Log record from the desired Contact Log tab.
- Enter information about the conversation on the Contact Log record as applicable, then save and close the record.
- The new contact appears on the person's Contact Log tab that corresponds to the contact log's status.
For more information on logging contacts, refer to "Contact Log Service".