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How do I add a Communication Log to a Case?

Anne Moody
posted this on August 10, 2011 12:55

Communication logs are used for tracking correspondence regarding a case.

Add a Communication Log

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To add a Communication Log, select Add Communication Log from the left side of the screen.

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The Add Communication Log window allows you to enter the Contact Name (1) and Notes (2) regarding the contact. You may also enter the Communication Type and select Case Requests or Individuals related to the Communication.

Once your entry is complete, click Save to save and close, Save and Add Another to enter another communication log, or Cancel to cancel your entry.