Contract communication logs
You can add or view memos of all relevant communications regarding the selected contract, such as emails, telephone calls, reports.
 | For more information on communication logs, see Fundamentals. |
Procedure
1. Go to Contracts.
2. Select the contract to 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.
If there are multiple user-defined communication logs available, use the drop-down to select a specific user-defined communication log.
| | In order to be able to select a user-defined communication log in the drop-down list of the communication log pop-up, a layout must be defined for the communication log, with Yes selected at the For use in pop-up option and the Add action present on the layout. |
| | For more information on adding actions to a layout, see Layouts. |
4. 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. |
5. Click Send.
6. Click Close to close the Add Communication log dialog box.
At the Contract details > Communication logs - contracts step, you can view the already added communication logs of a contract or add new communication logs. For information on the fields, see Communication logs fields.