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Creating a contact log

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austimbers
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austimbers
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Creating a contact log

When i set up a new customer card in sales, how do i go a create a new log ?

At the moment, i have to record the new customer, exit and then search for the customer again before i am able to create a log - too long!

 

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MYOB Moderator Neil_M
11,386 Posts
MYOB Moderator
Neil_M
MYOB Moderator

11386Posts

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Re: Creating a contact log

Hi

 

As the contact log can only pick up customer cards within the file, the customer needs to be created first before that customer can be detected by the contact log. So if you needed to record a contact log entry for a customer their card would have to be created first before going to either Contact Log or the customer card and going to the Contact Log tab to record the desired contact log entry

Regards,
Neil

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