Comments and activities allow users to keep various notes regarding individual records and customer interactions consolidated and accessible by anyone who needs to know. To add a comment to any record in the system, follow these steps:
- Launch the log viewer by selecting it from the Actions menu.
Note: In some modules where comments are especially important they are displayed directly on the interface. These modules include Companies, Contacts, Leads, Projects, Jobs, and Tasks.
- Enter your comment into the Comments field and click Comment.
Note: Additional options for activity and support are explained below.
- The comment will be logged against the record, and anytime anybody launches the log viewer they will be able to see your comment.
By selecting Activity when entering your comment, the comment will be logged against the individual record, as it does normally, but it will additionally be logged in the Sales/Marketing tab of the related company and, if applicable, contact.
By logging activities and having them appear in a consolidated location, users can see the entire history of communication with individual customers in one place. This means that a sales person can follow-up with a customer regarding an order knowing who has communicated with them recently and why, across the entire organization from sales to billing to shipping.
By selecting Support when entering your comment, the comment will be logged against the individual record, as it does normally, but it will also send your comment with a copy of the entire log to our support team.