Communication logs
Communication logs capture relevant communication about a contract. Communication logs can include:
• Emails
• Notes
• Phone call summaries
• Reports
• Images or documents
Image attachments in communication logs can be previewed directly in the chat view. Documents attached in communication logs can be downloaded directly from the chat view (this currently does not work for Secure document fields).
You can upload documents as reference or even include a link to a URL, which will always open in a separate browser window.
Communication logs can be added for many elements, for example orders (all order types), properties, visitors, budgets, invoices, and so on.
For communication logs that are automatically created for alerts or forms through the Log to communication log field, the Action field will be updated to reflect the source. For more information, see Communication log fields.
 | You can create an action definition in Alerts to automatically delete communication logs based on a schedule. |