Log a call, visit or note on a tenant

Steps

1. 1

   Step 1: Open the tenant's page and click Open contact log.

2. 2

   Step 2: Click Add Contact Log. Pick the Type (Phone Call, Email, In Person, Note, Reminder or Other) and the Direction (Inbound or Outbound).

3. 3

   Step 3: Enter a Subject, the Message/Notes and the Contact Date, then click Create.

4. 4

   Step 4: Filter the log by type, direction or date range to find an entry later; each one can be edited or deleted from its menu.