Adding Contact Log Records to PORTAL

You can manually add a log record when you speak by phone or in person. When an email is sent using BROADCASTER 3, a contact log item is added automatically to the related inquiry record. This allows you to review your exact contact history with an inquiry.

Creating a new contact log item

1. In PORTAL Inquiries, click on the Contact Log tab.
2. Click + new log in the top right hand corner.
3. Enter the new contact log item: date, contact type, and a note.
4. Click Continue.

Note: In PORTAL 4.4 contact log, there is a filter drop down menu at the top left of the Contact Log. If the filter is active, your list of contact log items will be affected. Be sure to click the clear filter button to see your complete list.

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