General information
- HINT: this feature can be useful for documenting (the number of) calls established/attempted with a specific contact person and/or company.
Steps
- Use “Quick search“ or “Extended search“ to filter for the contact
- On the contact page, click “Blog > Details“
- Click “Blog > New“
- Enter the details for the blog entry (e.g. date, title, comment)
- HINT: clicking “link to company“ will save the record for this contact and his/her company’s blog
- Click “Save“ (underneath the blog entry)
=> the blog entry has been saved for the contact
=> HINT: if “link to company“ has been set, the blog entry will have also been saved to the contact’s company as “entered at ‘contact name’“