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

m (Text replace - "{{clear}} {{clear}} {{clear}}" to "{{clear}}")
m
Line 5: Line 5:
 
# In the Sales Order open the [[Sales Orders CRM Tab|<code>[ CRM | Comm Log ]</code>]] screen.
 
# 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]]:
 
#* Add a description in the Disc field.
 
#* Add a description in the Disc field.
 
#* Add any response.
 
#* Add any response.

Revision as of 11:00, 2 March 2011

Page approved
.



  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