Contact management > Keeping in touch with your contacts > Reminder log
The reminder log enables you to keep a detailed log of all the phone calls you and your contacts make to each other, and any other type of correspondence.
To view the reminder log
1
Go to the Card File command centre and click Reminder Log. The View Reminder Log window appears.
2
From the Name list, select the contact for whom you want to view the log.
To create a reminder log entry
1
Go to the Card File command centre and click Reminder Log. The View Reminder Log window appears.
2
From the Name list, select the contact for whom you want to create a log entry, and click Use Card.
3
Click New. The Reminder Log Entry window appears.
4
Complete the Reminder Log Entry window as described in the table below.
Select this option if you want to add a To Do entry in the iCal To Do panel for this log.
Note that if you do not enter a date in Reminder Date field, the To Do entry will appear in iCal on the date in the Date field.
To automatically create reminder log entries
1
Go to the Setup menu and choose Preferences. The Preferences window appears.
2
Click the Banking tab.
3
4
To create an automatic log entry for each receipt you record, select the Make Reminder Log Entry for Every Deposit option.
5
Click the Sales tab.
7
Click the Purchases tab.
9
Click OK to close the Preferences window.

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