Customise Easy Setup Assistant

Create contact log entries

The Contact Log makes it easy for you to keep track of the contacts -- calls, meetings or other contacts -- you've had with customers, suppliers and other people you do business with. Using the Contact Log, you can keep a record of the date and time you contacted this person, an agreed-upon recontact time, if appropriate, and other notes about the contact. The Contact Log can be found in the Card File Command Centre.

In addition, using these options, you can automatically add an entry to the Contact Log each time you create a cheque, deposit, sale or purchase transaction. These entries will be created for the individuals whose names appear on the transactions you enter.