The Card Information window of the card for whom you wish to make a contact log entry should be displayed.

1. Click the Contact Log tab, if you haven’t already.
2. Click the New Log Entry button.
3. Select a contact name and then enter the information you want to keep track of concerning the contact.
4. Click Record.
5. The next step depends upon the type of card you’re creating:
• If you’re creating a vendor card or an employee card (for an employee who is a salesperson), continue to Enter history for customers, vendors and salespeople


• If you’re creating a customer card, continue to Enter jobs (customers).


• If you’re creating an employee card (for an employee who is not a salesperson), you’re done. Continue to Add the card to your records.