Business Contacts Overview
In addition to being a superior accounting system, MYOB AccountEdge can be an effective business management tool. Using the Contact Log, you can maintain a comprehensive list of business contacts—which include sales, purchases, phone calls, mailings and so on—for every person and company that exists in your Card File.
Use your business contacts and the Contact Log as your business “diary.” When a customer or vendor calls, you can use the Contact Log as a tool to document a complete history of your business relationship with that contact.
You can create entries in your Contact Log manually, or you can set up AccountEdge so entries are made automatically when you perform specific tasks in the program.
The only prerequisite for either method is that a card exists for the person or company for whom you want to make a business contact—and even if a card doesn’t exist, you can quickly add one to your records while you’re in the process of making the business contact.
To create business contacts for common contact events, such as meetings or telephone calls, you’ll need to manually enter those business contacts. To do this, use the Contact Log Entry window.
To create a business contact for each sale, purchase, check or deposit you record, you can set up AccountEdge to create an entry in the Contact Log automatically. You’ll do this using the Preferences window.
Click below for the step-by-step procedures:
To manually create a business contact
To automatically create a business contact
After you record a business contact, you might want to review the record.
You can use the View Contact Log window to view a summary list of all contacts you’ve made with a person or company in the Card File, regardless of whether those contacts have a recontact date assigned to them.
If you’ve entered a recontact date in your business contacts, the To Do List will help you remember when it’s time to get in touch with your business contacts again.
Click below for step-by-step procedures:
To find a list of people you need to recontact
To remove entries you’ve made in the Contact Log, you’ll need to clear, or purge, your data file of business contacts.
You can purge your data file of business contacts at any time; we suggest that you make this procedure at least a monthly task, especially if you record many business contacts during the course of your business day.
Click below for the step-by-step procedure:
You can use the Contact Log to do much more than simply provide a list of business contacts you’ve made. With a little imagination, your Contact Log can help you perform many important, time-saving tasks:
Click below for step-by-step procedures:
To remind yourself to do a task
To track the usage of a company car
Business Contacts Overview