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

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Revision as of 20:17, 22 February 2011

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: besides in the [ Sales Order | CRM | Comm Log ] screen, the 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