How To: Create a new Communication Log entry against a Sales Order

1. In the Sales Order open the [ Sales Orders | Detail | CRM | Comm Log ] screen.
2. Right click and from the context menu select New Comm Log Entry...
3. In the Comm Log Entry Dialog:
   • Add a description in the Desc field.
   • Add any response.
   • Make changes to the dates and times if appropriate.
   • Add a CRM Type.
4. Click on OK.
   
   

Note: besides appearing in the [ Sales Order | CRM | Detail | Comm Log ] screen, the entry will also appear in the [ Customer | Detail | CRM | Communication Log ] screen complete with the sales order number in the Src Code field.

See Also

• Sales Order screen
• Customer Screen screen