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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

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

Automatically Filled Values

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).
You can also add Superior Item or Company.
  1. Use Note field to specify details of a call/meeting.

    Note Field

  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
    • Deals
    • Projects
    • Companies
    • Contacts
    • Marketing Campaigns
    • Products
    • Categories
    • Users (team members involed)

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

Create Relations

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

Journal Tab

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

Journal Groups

Learn more here.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.