Best ERP Software for HVAC, Plumbing, Field Service Businesses
Introduction The Contact Log Topics List is used create and manage the topics which appear in contact logs. Logs are used for entering notes and contacts for your customers, vendors, employees, your own company, and assets. Topics help organize contact logs. Examples might include Pre-Sales Questions, Post Sale Questions, Support, Collections, Sales Call, etc. Form […]
Introduction The Contact Log (Company) report displays entries in report form. Log entries are recorded in the contact log under Company Information. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Company), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in […]
Introduction The Contact Log (Asset) report displays log entries in report form for your company assets. Log entries are recorded in the Asset Manager. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Asset), or use the Report Navigator. Report Options Date Filter Area The following date filtering is […]
Introduction Contact Log – Overview describes the various locations where logs exist for customers, vendors, your own company, employees, and assets within Total Office Manager. Logs are used to enter important notes and contact information. This feature is similar to what might be found in popular contact management software. Form Access From the main menu, […]
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