Page Comparison

.Follow these steps to create a follow-up record for an existing Contact Log entry:

1. Open the original Contact Log record when a new follow-up conversation occurs at the date and time specified in the log's Next Contact Date/Time field.
   
   
2. Click the Create Follow-Up button on the Next Contact tab.
   
   • This button is only available for saved Contact Log records saved Contact Log records that have a Next Contact Date/Time specified. 
   • When this button is clicked, Aptify automatically opens a new Contact Log record new Contact Log record that has the following fields pre-populated: 
     
     • Date: Aptify automatically populates the Date field for the new Contact Log record using the  Populates with the Next Contact Date/Time from the original Contact Log recordoriginal Contact Log record.
     • Description: Aptify automatically inserts  Populates with the Reason from the original Contact Log Log's Next Contact tab as the description for the new contact log entry.
     • Type and Category: Aptify automatically populates the Type and Category drop-down fields  Populates with the same Type and Category as the original Contact Log recordoriginal Contact Log record.
     • Parent: Aptify populates the Parent field on the new contact log entry's Next Contact tab with the  Populates with the description from the original Contact Log recordoriginal Contact Log record.
       
       
       
       
     • Links: Aptify automatically copies  Populates with the links from the original contact log entry to the new  Contact Log  recordrecord. It also adds a new link for the original, parent Contact Log record.
       
       
3. Enter the contact log's Details and complete any other fields as needed.
4. Save the record.
   • The follow-up record appears under the Follow Ups tab of the original Contact Logs record.