To record any contact with a client:
- First method Under the project Notes tab, press Insert Current Time and enter relevant information.
- Second method Under the project People tab, select the Client’s contact and press the gearbox at the bottom of the tab. Enter relevant information.
- Third method Under a client Contact tab, double-click on a client. The Contact Info window will appear. Select the Contact Logs section and press the [+] plus button.
Note: The Second method is the best method for organizational and work flow purposes.
To view contact logs for the second and third methods:
Click on the Contact Logs icon. Filter for what you wish.
Click on Window > Contact Log Tracker.