Set Up Comm Log Types

Overview  

This video will show you how to set up different comm log types for logging communications with customers. A step by step guide can be found below the video. 


Steps 

  1. In System Setup, open System Data.
  2. Double click on the Comm Log Types line to open the table.
  3. Enter Edit Mode.
  4. Use the New button to add a Comm Log Type.
  5. Enter a description.
  6. Use the Display Order column to set the position of the new Comm Log type in the drop down. By giving the most commonly used Comm Log types the lowest number, they will be positioned near the top of the drop down.
  7. Save the screen.


Did you find this article helpful?