Core TSIs : Transactions : Working with Transactions : Adding communication logs
Adding communication logs
To add memos of all relevant communication on the selected transaction plan, transaction, transaction scenario or bid, such as emails, telephone calls, reports, etc.
Procedure
1. Go to Communication logs > transactions.
2. On the action menu, click Add.
3. In the data section, complete the relevant fields.
4. Click Save.
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For more information on communication logs including the description of the fields, see Fundamentals.