Fields in the Contact Log Entry window

Fields
Contact Log Entry window

Name
Enter the name of the person or company whose contacts you wish to create or edit. To view a list of all the people and companies in your Card File, click the arrow button.

Click the arrow next to the field name to open the Profile view of the Card Information window for the card you selected.

Contact
Enter or select the name of the person contacted.

To see a list of the contacts assigned to this card in the Profile view of the Card Information window, click the arrow. Using the Card Information window, you can assign one contact name for each address.

Date
Enter the date this contact was made. Select the space bar if you'd like to enter a date using AccountEdge's Calendar window.

Notes
Enter a description of the contact, using up to 255 characters.

Elapsed Time
You can enter the duration of the contact if you like. If you bill for time spent with customers, you can use this field to track your time billing.

You can make your entry in either HH:MM format (where HH is the number of hours and MM the number of minutes), or by entering the total number of minutes the contact lasted. If the total number of minutes is 60 or larger, the field will convert the number to an hourly format (for example, 61 minutes will appear as 01:01).

Recontact Date
Enter the next date you should contact this person or company, if appropriate.

On the date you've specified, a reminder will appear in the Contact view of the To Do List window, alerting you to recontact this person or company.

Log button
Enter a card name in the Name field, then click this button to open the View Contact Log window, where you can view a summary list of all contacts made to the selected person or company.

New button
Click this button to make a new entry in this window.

Record button
Click this button to record the transaction you've made in this window.

Cancel button
Click this button to clear any entries you've made and close the window.