To automatically create contact log entries
You can choose to automatically create log entries each time you record a sale or banking transaction. The log entry contains basic information about the transaction, such as the invoice number, cheque number and the amount.
1 Go to the Setup menu and choose Preferences. The Preferences window appears.
2 Click the Banking tab.
3 If you want to create an automatic contact log entry for each payment you record, select the Make Contact Log Entry for Every Cheque option.
4 If you want to create an automatic contact log entry for each receipt you record, select the Make Contact Log Entry for Every Deposit option.
5 Click the Sales tab.
6 If you want to create an automatic contact log entry for each sale you record (including quotes and orders), select the Make Contact Log Entry for Every Sale option.
7 Click OK.
To edit a contact log entry
1 Go to the Card File command centre and click Contact Log. The View Contact Log window appears.2 In the Name field, enter the contact for whom you want to view the contact log.
3 Select the entry and click Edit, or click the zoom arrow next to it.
4 Make your changes and click Record.
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