How to add an email log for a contact?

1 - Click on the Contacts tab present on the nap bar.

2 - Select contact you want to add an email log for.

3 - A window will open, then click on communications, Then click on "new message log"

4 - Click on “New Message Log” button.

 

5 - A new Add Log form  will open. Select Email tab, fill in the details and click on save.

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• How can I add the email log for a matter?

  1. Click on the Matters tab present on the nap bar. 2. Click on the Matter you want to add to the email log under contact. 3. Click on the + New Message Log button under the communication tab. 4. A new window will open, select the Email tab, enter ...

• How to delete an email log for a contact?

  1 - Go to the Contact tab. 2 - Now go to the contact from where you want to delete the email log and click on the phone option. 3 - A window will open, go on the communication tab and then click on the email logs below. Click on the delete icon.

• How to add a phone log for a contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Click on the contact you want to add a phone log for. 3 - Select the Communication tab and then click on the "New Message Log" button. 4 - A new "Add Log" form will open. Select the “Phone“ ...

• How to edit email logs for a contact?

  1- Go to the Contact tab. 2- Go to the contact you want to edit the email log for, Click on the Email Log given with the contact. A window will open, under email logs, click on the edit icon. Make the Necessary Changes and Click Save.

• How can you add a New Contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Click on the "Add Contact" button to add a new contact. 3 - If you wish to add a client/company, click the person/company button & fill in the details in the new contact form, and click save.