Creating Follow-Up Contact Logs

.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 that have a Next Contact Date/Time specified. 
   • When this button is clicked, Aptify automatically opens a new Contact Log record that has the following fields pre-populated: 
     
     • Date: Populates with the Next Contact Date/Time from the original Contact Log record.
     • Description: Populates with the Reason from the original Contact Log's Next Contact tab.
     • Type and Category: Populates with the same Type and Category as the original Contact Log record.
     • Parent: Populates with the description from the original Contact Log record.
       
       
       
       
     • Links: Populates with the links from the original Contact Log record. 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.