- (1) Memo:
Note or information pertaining to the entry
- (2) Date:
The date the task has been completed. An entry will also be added into their Contact Log.
- (3) Initials:
Initials of person that created the entry or other label
- (4) Category:
Types of entry include Call Note, Checklist, Invoice, Payment, Email, or Completed Action Item
Select to create a new entry
Select to choose whether or not to Show System Entries that are automatically generated.
For more information, see Create an Entry in the Contact Log.