Profile: Contact Log tab
- From the sidebar navigation, click
Contacts, then Contact List. - Double-click on the desired contact, or select the checkbox to the left of the contact, then click
to open the profile. - Select the
Contact Log tab to open.
Contact Log
- (1)
: Denotes a system-generated entry - (2) Memo: Note or information pertaining to the entry
- (3) Date: The date the task has been completed. An entry will also be added to their Contact Log.
- (4) Initials: Initials of the person that created the entry or other custom label
- (5) Category: Types of entry include Note, Checklist, Invoice, Payment, Email, or Completed Action Item
- (6)
: Select to create a new entry - (7)
: Select to Show System Entries that are automatically generated.
Additional Information:
- For more information, see Create an Entry in the Contact Log.
- To view contact log entries for everyone during a specified period of time, see Contact Log Report.