Hvordan knytte Journaler til Kontakter

Open a Contact.

  1. Click Add relation with a new item and choose New journal.

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  2. The Journal card will pop up with the prefilled Contact, Start and End. Additionally, you can specify:

1) Title (short desciption of the activity, e.g. “Initial call“, “Follow-up call“, “Discussion about …“),
2) Type (the drop-down menu can be customized in the Administration Settings: Module settings> Drop down menus >JournalType),
3) Importance.
You can also add Superior item or Company.

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  1. Use Note field to specify details of a call/meeting.

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  2. Click Save.
  3. In the the lower half of the Journal card, you can attach such related information as:
  • Emails
  • Documents
  • Tasks
  • Calendar events
  • Leads
  • Projects
  • Companies
  • Contacts
  • Marketing campaigns
  • Goods
  • Categories
  • Users (team members involed)

To link different modules, you can also use the buttons Add relation to a new item and Add relation to an existing item on the top ribbon.

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Now, you can find all your activities under the Journal tab on the Contact card.

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You can filter or group items by any field, e.g. by Type.

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Learn more here.