You can record a conversation with a contact or company in the following way:
From within Contact, Company or Directory View, select the contact or company with whom you have had the conversation.
Note: Recording a conversation with a company, rather than with a contact, is useful when it is not important who the contact is.
Press the button. The Conversation property sheet is displayed, showing the Details page.
Enter a subject for the conversation. The Company and Contact fields will be already set up to show the selected company or contact. You may select a different company or contact using the {bmct help0105.bmp} button or the {bmct help0106.bmp} buttons, respectively.
Specify whether the conversation was initiated by you or by the contact. Do this by selecting Outgoing or Incoming from the Direction drop down list.
A useful way of timing the conversation is to use the timer in the Conversation property sheet. Press the {bmct help0107.bmp} button when the conversation starts and, at the end of the conversation, press the {bmct help0108.bmp} button. This will time the duration of the conversation. Alternatively, type in the duration of the conversation into the adjacent Timer field.
If this is a private conversation, which you wish no-one else to see, then check the Private check box. Otherwise, leave the check box unchecked.
Enter the conversation into the text window, using the format toolbar to add colour, fonts and character style to your text. You may attach one or more files to a conversation by pressing the {bmct help0109.bmp} button.. Press OK to save your changes.