Create an Entry in the Contact Log

The Contact Log tracks notes for each contact and allows them to be sorted chronologically and can be made from the contact list or a contact profile, then viewed within a date range from the Contact Log Report. 

Entries will automatically be created for the following actions: Invoice, Payment, Action Item, Checklist, and Email, specified in the Category field on the Contact Log tab of the profile. When creating a Contact Log entry, by default, the Invoice Follow-up settings are used but can be changed or removed if you do not want their current Next Contact date changed.

Contact List (Create Single or Identical Entries for Multiple Contacts)

1. Select the checkbox next to one or more contacts. If multiple are selected, an identical entry will be added for each contact.
2. From the contact list toolbar, click .
3. The date and time will default to current. Enter your initials or other information, such as the communication method, in the Initials field (Call, Text, Mail).
4. Enter a short note in the Memo field.
5. The Next Contact Date will default to your settings in Preferences but can be changed or removed if you do not want their current Next Contact date changed.
6. Enter the minutes in the Time Spent field, then click.

Contact Profile toolbar

1. After opening the contact profile from the toolbar, click .
2. The date and time will default to current. Enter your initials or other information, such as the communication method, in the Initials field (Call, Text, Mail).
3. Enter a short note in the Memo field.
4. The Next Contact Date will default to your settings in Preferences but can be changed or removed if you do not want their current Next Contact date changed.
5. Enter the minutes in the Time Spent field, then click.

Contact Log tab on the Contact Profile

1. After opening the contact profile, click theContact Log tab.
2. Under the Contact Log section, click .
3. The date and time will default to current. Enter your initials or other information, such as the communication method, in the Initials field (Call, Text, Mail).
4. Enter a short note in the Memo field.
5. The Next Contact Date will default to your settings in Preferences but can be changed or removed if you do not want their current Next Contact date changed.
6. Enter the minutes in the Time Spent field, then click.

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Additional Information:

• See the Sales Summary by Date report for the Time Spent information from contact log entries.
• Delete a Contact Log Entry