|
Use the Contact Log to:
Click an item above for detailed instructions.
The
Contact Log - a
quick primer.
To use the tricks above you need to be able to add a
contact to a customer's account. It's easy, just follow the steps
below.
-
Open any customer's account (We like to use the
Find Customer icon 
on the toolbar).
-
While anywhere on the Customer screen click the
New Contact button, or press Alt-C.
-
In the Contact Log dialog that opens you can enter:
an Ad Source Key, an Action to be taken, unlimited length Notes, a Tickle
Date to remind you to do something, your Operator ID and a date.
-
Click OK to save the contact (Note: the contact
will appear on the Customer's Contact tab next time you open the
account.
Next
If you need assistance please feel free to ask us for help. You can do so quickly and easily by
completing our Technical Support
form.
|
