Add Log Entries

You add log entries to a customer record in the Customers (SP) application. Use the log to record communications, reminders, or other data relating to the customer. You can modify a log entry until you save it.

After the log entry is saved, you modify or delete it with the Edit / Delete Customer Log action. You might need security authorization to modify or delete a log entry.

The log tab displays log entries for all customers in a customer hierarchy.

To add a log entry:

1. In the Customers (SP) application, display the record to which you want to add a log entry.

2. Click the Log tab.

3. Click New Row. The Row Details open.

4. In the Type of Log field, accept the default value or click Select Value and choose a type.

5. Optionally, in the Log Contact field, enter a value or click Detail Menu to select an option and retrieve a value.

6. In the Description field, enter a short description of the entry. To enter additional information, use the Long Description field.

7. Click Save Customer .

See also

Edit/Delete Customer Log

View Log Entries