Creating cards

Step 4: Make a Contact Log entry

Step 1 > 2 > 3 > 4 > 5 > 6 > 7 > 8 > 9

If you haven’t already read the Cards Overview, see Contact Log view for more information.

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

Click the Contact Log tab, if you haven’t already.

Click the New Log Entry button.

Select a contact name and then enter the information you want to keep track of concerning the contact.

Click Record.

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.

Creating cards - Step 4