This section describes how to create a new Contact Log entry:
- Open a new record from the Contact Log service.
- The Contact Log service appears in several applications by default, including the Customer Management and Order Entry applications.
- You can also open a new Contact Log record from any form that has a Contact Log tab.
- The Date field is automatically populated with the current date and time. Change this if necessary.
- Enter information specific to the contact in the Description field and on the Details tab.
- Select the contact type from the Type menu.
- Standard options may include Phone, Sent Mail, Email, Fax, Meeting, Planned Contact, Online, Bulk email, and Voice mail. This field links to the Contact Log Types service.
- For more information on adding new see "Creating Contact Log Types".
- Specify a category for the Contact Log.
- This field links to the Contact Log Categories service. For more information on adding new categories see "Creating Contact Log Categories".
- This field links to the Contact Log Categories service. For more information on adding new categories see "Creating Contact Log Categories".
- Specify the contact's Direction: Outbound from the organization or Inbound from the -customer/member.
- If this item is closed and does require a follow-up, change the Status to Complete. If this item requires a follow-up, leave the Status set to Incomplete and enter information about the next contact on the Next Contact tab.
- For information on how to specify the Next Contact Information and automatically create a reminder in Microsoft Outlook see "Creating Reminders in Microsoft Outlook" .
- For information on how to specify the Next Contact Information and automatically create a reminder in Microsoft Outlook see "Creating Reminders in Microsoft Outlook" .
- Save the record.
- The Creator field automatically populates with the user's ID when the record is saved.
- The Creator field automatically populates with the user's ID when the record is saved.
- If you left the contact as Incomplete, return to this record at the date and time you specified for the Next Contact. Click the Create Follow-Up button to automatically open a new follow-up Contact Log record so you can record the details of the new contact.
- See "Creating Follow-Up Contact Logs".
- When the original contact and any applicable follow-ups are complete, change the Status for these Contact Log records to Complete. See "Changing a Log Record Status to Complete".