Contract communication logs
Use communication logs to record and view contract-related communications, such as emails, phone calls, and reports.
 | For more information on communication logs, see Fundamentals. |
Procedure
1. Go to Contracts.
2. Select the contract for which you want to add the communication log.
3. On the action panel, click Add communication log.
The Add Communication log dialog box appears.
The Add Communication log dialog box appears.
4. If multiple user-defined communication log types are available, select the required type from the drop-down list.
| | To make a user-defined communication log available in the dialog box, a layout must be configured with: • For use in pop-up set to Yes • the Add action available on the layout For more information on adding actions to a layout, see Layouts. |
5. Type the message you want to communicate.
| | When adding a note to a communication log, you can enter the description of the communication log directly in the Description field of the Add communication log dialog box. |
6. Click Send.
7. Click Close to close the Add Communication log dialog box.
To view previously added communication logs or add new ones, go to:
Contract details > Communication logs - contracts
For information on the available fields, see Communication logs fields.