How To: Create an Entry in the Comm Log

  1. Open a CRM Manager screen (show me how).
  2. Click on the [ Comm Log (Leads) ] tab.
  3. Locate the customer using the postcode and/or contact type filters.
  4. Double click on the customer to load.
  5. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  6. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  7. Enter the required information in the lower relevant grid fields.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Note: alternatively, new entries can be created from the Customer screen by following the menu route: [ Customer | Detail | CRM | Communication Log ].

See Also

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