Add a Sales Order Related Entry to the Customer's Communication Log
Table Of Contents
Add a Sales Order Related Entry to the Customer's Communication Log
You can create Communication Log entries directly from a sales order without opening the customer record. This is useful for recording follow-up actions, customer conversations, stock queries, and other important interactions while you are already working on the order.
Any communication added from a sales order is automatically written to the customer's Communication Log, helping you maintain a complete history of customer interactions.
Benefits of Updating the Communication Log from a Sales Order
Creating Communication Log entries directly from a sales order offers several advantages:
- Saves time by removing the need to open the customer record separately.
- Allows you to record information while speaking with the customer.
- Builds a complete history of customer interactions in the [ Customer | Detail | CRM | Communication Log ] screen.
- Gives users visibility of existing communication log entries related to the sales order.
- Automatically records the sales order number against the Communication Log entry. The sales order number is stored in the SO Code field, allowing you to sort and filter entries by sales order.
Create a Communication Log Entry from a Sales Order
- Open the required sales order.
- Right-click in the [ Sales Orders | Detail | CRM | Comm Log ] grid.Note: You do not need to place the sales order into edit mode to create a Communication Log entry.
- Select New Comm Log Entry.
- Complete the Communication Log details as required, including:
- Desc: Enter a description of the communication or follow-up action.
- Response: Enter any response received from the customer.
- Dates and Times: Update the communication dates and times if required.
- CRM Type: Select the appropriate communication type.
Note: CRM Types must be configured in [ System Data | Contact Manager | Comm Log Types ] before they can be selected. - Click OK.
- Click OK again on the confirmation message.
Result
The new Communication Log entry is saved against the customer record and linked to the sales order. You can view the entry in both the sales order and the customer's Communication Log history.