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The client contact log allows users to enter details on telephone calls, emails and so-forth they have had with particular clients, and for individual events. This allows you to easily and quickly review previous communication you have had with a client prior to contacting them - eg. to follow up proposals, address any previous concerns and so-forth.

The contact log can be accessed via two methods - either by:

  • Viewing the client details themselves, which will display all entries for a particular client, or;
  • Viewing an event a client has been linked to, which will display all entries specific to the event in question.

 

@TODO

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