Flex4: Correspondence Log

• Overview
• Entering a Correspondence Log Entry
• Editing a Correspondence Log Entry
• Resolving a Correspondence Log Entry
• Deleting a Correspondence Log Entry

Overview

The Correspondence Log is a place where you can record any correspondence with a contact, including how you plan on following up. When you enter a Correspondence Log entry for a contact, you can assign it to a contact (default is the currently logged in user) and the entry will appear on that user's To-Do List.

Entering a Correspondence Log Entry

1. Open the contact to which you want to add a Correspondence Log entry.
2. Click the Correspondence Log tab.
3. Click ENTER NEW LOG.
4. Enter the Correspondence Log details.
5. Click OK.

Editing a Correspondence Log Entry

1. Open the contact for which you want to edit a Correspondence Log entry.
2. Click the Correspondence Log tab.
3. Click the Correspondence Log entry that you want to edit.
4. Make changes.
5. Click OK.

Resolving a Correspondence Log Entry

1. Open the contact for which you want to resolve a Correspondence Log entry.
2. Click the Correspondence Log tab.
3. Click the Correspondence Log entry that you want to resolve.
4. Choose Yes for the Resolved option.
5. Click OK.

Deleting a Correspondence Log Entry

1. Open the contact for which you want to delete a Correspondence Log entry.
2. Click the Correspondence Log tab.
3. Click the Correspondence Log entry that you want to delete.
4. Click DELETE.