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

m (Text replace - "{{BASEPAGENAME}}" to "{{BASEPAGENAME}}")
 
(17 intermediate revisions by 7 users not shown)
Line 1: Line 1:
{{kc|6.86.3k}}
+
{{kc|19-08}}
__NOTOC__
+
__NOTOC__{{clear}}
{{clear}}
 
  
# 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 Comm Log Tab|<code>[ Sales Orders | Detail | CRM | Comm Log ]</code>]] screen.<br />'''Note''': you must be in Edit mode.
 
# 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 Desc field.
 
#* Add any response.
 
#* Add any response.
 
#* Make changes to the dates and times if appropriate.
 
#* Make changes to the dates and times if appropriate.
Line 12: Line 11:
 
# Click on OK.<br /><br />
 
# Click on OK.<br /><br />
  
'''Note''': besides appearing in the [[Sales Orders CRM Tab|<code>[&nbsp;Sales Order | CRM&nbsp;| Comm Log&nbsp;]</code>]] screen, the 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.
+
'''Note''': besides appearing in the [[Sales Orders CRM Comm Log Tab|<code>[&nbsp;Sales Order | CRM&nbsp;| Detail&nbsp;| Comm Log&nbsp;]</code>]] screen, the entry will also appear in the [[Customer CRM Communication Log Tab|<code>[&nbsp;Customer&nbsp;| Detail&nbsp;| CRM&nbsp;| Communication Log&nbsp;]</code>]] screen complete with the sales order number in the ''Src Code'' field.
  
 
{{seealso |
 
{{seealso |
Line 18: Line 17:
 
*[[Customer and Supplier Screen|Customer Screen screen]] |
 
*[[Customer and Supplier Screen|Customer Screen screen]] |
 
*[[How To: Sales Orders]] |
 
*[[How To: Sales Orders]] |
*[[How_To:_Customer_and_Supplier|Customer "How Tos"]] }}
+
*[[How To: Customer and Supplier|Customer "How Tos"]] }}
 
[[Category:How Tos|{{BASEPAGENAME}}]]
 
[[Category:How Tos|{{BASEPAGENAME}}]]
 
[[Category:Sales Orders|{{BASEPAGENAME}}]]
 
[[Category:Sales Orders|{{BASEPAGENAME}}]]
 
[[Category:Customer|{{BASEPAGENAME}}]]
 
[[Category:Customer|{{BASEPAGENAME}}]]

Latest revision as of 15:10, 5 August 2019

Page approved.



  1. In the Sales Order open the [ Sales Orders | Detail | CRM | Comm Log ] screen.
    Note: you must be in Edit mode.
  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 Desc field.
    • Add any response.
    • Make changes to the dates and times if appropriate.
    • Add a CRM Type.
  4. Click on OK.

Note: besides appearing in the [ Sales Order | CRM | Detail | Comm Log ] screen, the entry will also appear in the [ Customer | Detail | CRM | Communication Log ] screen complete with the sales order number in the Src Code field.

See Also

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

Contact the Khaos Team