Difference between revisions of "How To: Create a new Communication Log entry against a Sales Order"

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# In the Sales Order open the <code>[ CRM | Comm Log ]</code> screen.
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# Right click and from the context menu select ''New Comm Log Entry...''
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# In the Comm Log Entry dialog:
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#* Add a description in the Disc field.
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#* Add any response.
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#* Make changes to the dates and times if appropriate.
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#* Add a CRM Type.
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# Click on Ok.
  
 
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Revision as of 10:01, 23 September 2010




  1. In the Sales Order open the [ 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 Disc field.
    • Add any response.
    • Make changes to the dates and times if appropriate.
    • Add a CRM Type.
  4. Click on Ok.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team