Linking Records to a Contact Log

Records from any Aptify service can be linked to a Contact Log record. Having such easy access to relevant records can greatly improve the quality of support. For example, if a specific customer would be interested in attending a members-only meeting, you may want to link that meeting's record to customer's Contact Log. This link provides easy access to information when calling the customer regarding meeting attendance.

For Persons, Companies, and Employees, the link information includes the record ID, contact name, phone number, and email address. For all other services, the link information shows the record name and record ID.

1. Open a Contact Log record and click the Links tab.
2. Select the relevant service from the Link Type list.
3. Enter the record ID# or name in the service's link box field.
4. Click Add. 
   • The record appears at the bottom of the list.
     
     
5. Repeat steps 2 through 4 to link other records.
6. Save and close the Contact Log record.