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

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__NOTOC__
  
# In the Sales Order open the <code>[ CRM | Comm Log ]</code> screen.
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# In the Sales Order open the [[Sales Orders CRM Tab|<code>[ CRM | Comm Log ]</code>]] screen.
 
# Right click and from the context menu select ''New Comm Log Entry...''
 
# Right click and from the context menu select ''New Comm Log Entry...''
 
# In the Comm Log Entry dialog:
 
# In the Comm Log Entry dialog:
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#* Make changes to the dates and times if appropriate.
 
#* Make changes to the dates and times if appropriate.
 
#* Add a CRM Type.
 
#* Add a CRM Type.
# Click on Ok.
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# Click on OK.<br />
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'''Note''': this entry will also appear in the [[Customer Relationship Management Tab#Communication Log|<code>[&nbsp;Customer&nbsp;| Detail&nbsp;| CRM&nbsp;| Communication Log&nbsp;]</code>]] screen complete with the sales order number in the SO Code field.
  
 
{{seealso |
 
{{seealso |

Revision as of 10:04, 23 September 2010

Page approved
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  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.

Note: this entry will also appear in the [ Customer | Detail | CRM | Communication Log ] screen complete with the sales order number in the SO Code field.

See Also

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

Contact the Khaos Team