Contact Logs can be created from all areas of CompleteEmpire using the Work Area Quick buttons. When in an work activity alternative actions buttons are available to quickly create contacts logs specifically for the work.
This article is a general overview of the Contact Log interface that is common to all areas of CompleteEmpire.
Create a Contact Log
- Click [Create New] in the Work Area Quick button block to open the drop down menu
- Click {Contact Log} in the drop down to open the New Contact Log Window
Note the available choices in the drop down menu will depend on your login account profile.
New Contact Log - window
- Details tab - account, type and subject entry etc.
- Entry tab - enter the time, date and type , create the note/email content, choose to send as email etc.
- Appointment tab - enter appointments and select attendees etc.
- Account - start to type account name and select an existing account from the drop down list. If the account does not exist then you will need to create a new account (refer to point 3 below).
- Filter By - Click to search by {Name} (default), {Email} or {Mobile}.
- [+] - Create New Account and refer to instruction below to directly Creating a New Account directly from the New Contact log
- Type - click and select the contact log type from the drop down list. This field is provided to allow you to define an expressed area of interest for the contact.
- Survey - click to select from the drop down list (if any) associated surveys that relate to the Contact Type.
- Status - click to select from the drop down list the status for the Contact log entry.
- Subject - Type the subject or nature of the enquiry.
- Visibility - Type in a few letters of an email address or contact to select from the provided address book persons whom you wish to have visibility of the new Contact Log entry.
- Click [Next] - to advance to the Entry tab or Click [Finish]
- Date/Time - default is current date/time or use the calendar to change.
- Method - from drop down list select the method of contact. Email, File Note, Meeting Mobile, Phone, Skype and Zoom.
- Duration - select a duration for the meeting.
- By - Default is always you but can be changed as necessary, enter at least 3 letter and select from the account list.
- Notes - Type any notes/message relevant to the new contact. Use the simple formatting and template tools as necessary.
- [Loan Template]/[Save Template] - click to save your note/email.
- To send the note/email as a email this box must be ticked. {Would you like to send as an email?}.
- Click [Next] to advance to the Appointments tab. or [Finish] to close
It is a requirement to tick the {Would you like to send as an email?} tick box to send as an email.
- Note that when the {Would you like to send as an email?} tick box is ticked additional email fields are presented to be completed with recipient details as per a normal email this included Cc and Bcc.
From the New Contact Log Appointment entry tab
- Type the subject of the Appointment (mandatory field).
- Select Appointment Type from drop down list
- Select Priority from drop down list.
- Select Date and Time for start and finish fr appointment (mandatory field).
- Add attendees as required, type name to select from the drop down list.
- Tick the tick box {Would you like to send an invite to (contact name)?}.
- Add any relevant information in the note/email field as required.
- Click [Finish] to close the new Contact Log
If the account is not found then from within the New Contact Log window you have the ability to create a new account by using the [+] Create New button to open an additional window New Account within the Details tab.
- If the account cannot be found using name, email or phone number then you can proceed to add an account using the quick add [+] button.
- Name - Type the account name
- Account Type - click and select the type account from the drop down list. This field is provided to allow your business allocate the correct account category to the new account for quick reference and access.
- Email - Type in a valid email address
- Complete the remaining fields as necessary - the more information entered the better.
- Complete the New Contact Log fields as described above.
- Click [Next] to advance to the Entry tab or [Finish] to close
For more information refer to How to Create a New Account
0 Comments
Add your comment