How to use Contact Log tab

This article is about how to use Contact Log Tab and what are the business rules for it.

Before You Start

Contact Log’s are used to log conversations and other communication with entities such as Leads, Prospects, Proposals, Students or Enrolments and the Organisation.

Using Contact Log

To enter a contact log follow the steps below:

1. Enter the Contact Date the contact occurred – this is a mandatory field and MUST be entered to be able to add the entry to the grid.

2. The Username defaults with the user currently logged in.

3. Select the log type from the drop down box for the type of contact you want to log. This is a User code and needs to be setup from the User Codes screen prior to the information being entered.

This is not mandatory so does not need to be added to add the entry to the grid but will make reporting on the data easier.

 

4. Select the Details icon to enter the details about the contact. As long as the Contact Date has already been entered you will be able to select the Add icon within the Details screen. This will add the information to grid as long as all the mandatory fields are entered.

 

5. Once you see the entry in the grid you know it has been successfully added to the grid.

6. You then need to select the Save Entry icon to save the changes you have made.

 

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!