Under the heading Activities/contacts log, you can write down information regarding activities, events and other notes concerning the customer/contact. You can write notes for planned activities as well as for already finished activities.
The field consists of a simple form of word processor, where you can write any optional text. You can also select font, text size, color, etc.
In order to make it easier to write notes you can use a button called Insert note.
Besides writing text, you can also insert hyper links such as files and website links. This is done by right-clicking and selecting Insert hyperlink, or by using the drag and drop function for files in the Windows Explorer and e-mail messages in an e-mail program (Microsoft Outlook).
The word processor under the heading Activities/contacts log has the same functions as the window in the Update Instruction procedure in the Global Settings.
The Activities / contacts log.
By using the Print customer card... button, you can print gathered information about the customer/contact. This can be useful for example during customer visits etc.