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How to Add Journals to Contacts

Track Phone Calls and Meeting Minutes with your Customers.

  1. Open a Contact.
  2. Click Add New and choose Journal.

Add New Journal to Contact

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

New Journal Dialog

NumberDescription
1Subject (short desciption of the activity, e.g. “Initial call,“ “Follow-up call,“ “Discussion about …“).
2Type (the drop-down menu can be customized in the Administration Settings: Module Settings> Drop Down Menus > Journal Type).
3Priority
You can also add Superior Item or Customer.
  1. Use Note field to specify details of a call/meeting.

Note on Journal

  1. Click Save.
  2. In the the lower half of the Journal card, you can attach such related information as:
    • Emails
    • Documents
    • Tasks
    • Calendar events
    • Deals
    • Projects
    • Companies
    • Contacts
    • Marketing Campaigns
    • Products
    • Categories
    • Users (team members involved)

To link different modules, you can also use the buttons Add New and Link to Existing on the top ribbon.

Add and Link Item to Contact

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

Journal Tab on Contact

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

Grouped Journals on Contact

Learn more here.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.