Adding a log entry to an account

Log entries are used to record miscellaneous actions and events associated with an account, such as a telephone conversation with the customer. Log entries are purely informational, so you only need to enter the log type code and any comments.

Log entries are displayed in the Log panel on the Summary tab. You can click the Display button on this panel to open the Account Logs dialog box, which you can use to view more complete log information for the account and to add and remove log entries. Clicking the View All Logs link on the Maintenance tab or in the Quick Links panel also opens the Account Logs box.

  1. Select Billing > Manage Account.
  2. Load the account you want.
  3. On the Maintenance tab, under Account, click Add Log.
    The Log dialog box is displayed. The Add Log link can also be displayed in the Quick Links panel on the Summary tab. If the Log panel is displayed on the Summary tab, you can also click the Add button on that panel.
  4. Specify this information:
    Type
    Specify the type of log entry that you're adding.
    Started
    Specify the date of the log entry.
    Log By
    Specify the identification code for the employee who recorded the log or performed the logged event.
    Comments
    Type the information for the log.
  5. Click Save.