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

Table Of Contents

Steps
Additional Information
Use the Communication Log to record customer interactions, notes, follow-up actions, and other CRM-related activity against a sales order.
Any communication log entries added to a sales order are also recorded against the customer, helping you maintain a complete history of communication.

Steps

  1. Open the Sales Orders | Detail | CRM | Comm Log tab for the required sales order.
  2. Right-click anywhere within the Communication Log area and select New Comm Log Entry... from the shortcut menu.
  3. In the Comm Log Entry Dialog, enter the required information:
    • Enter a description in the Desc field.
    • Add any relevant response details.
    • Update the date and time fields if required.
    • Select an appropriate CRM Type.
  4. Click OK to save the entry.

Additional Information

Note: The communication log entry will appear in both of the following locations:
When viewed in the customer communication log, the sales order number will be shown in the Src Code field, making it easy to identify which sales order the entry relates to.
See Also

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