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

  1. Use “Quick search“ or “Extended search“ to filter for the contact
  2. On the contact page, click “Blog > Details“
  3. Click “Blog > New“
  4. Enter the details for the blog entry (e.g. date, title, comment)
    1. HINT: clicking “link to company“ will save the record for this contact and his/her company’s blog
  5. 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’