Add Account Communication Log

Track all interactions:

Communication Tracking

• Phone calls
• Emails
• Service visits
• Complaints
• Compliments
• Special requests

Creating Log Entries

1. From customer record
2. Click Log a Call
3. Enter details:
   • Subject: Annual contract renewal discussion
   • Type: Phone Call
   • Duration: 30 minutes
   • Notes: Customer interested in adding locations
   • Follow-up: Schedule meeting next week