These Logs are created when you complete an activity for the contact. Or, you can manually create Logs to record other important information about the contact.

Completed Activity Logs

When you complete an activity from the Dashboard, the contact record or from any of the calendar views a Log entry is automatically created. Completing activities with an Outcome allows you to an additional notes to the Log before it is saved.

Contact activity list

  1. From the contact record tap Upcoming and swipe right to reveal the options for completing an activity. A short swipe reveals the icon to complete the activity and a long swipe reveals the icon to complete the activity with an outcome.
Complete activity
Complete activity with Outcome
  1. Add an Outcome by typing it manually or use the associated picklist to add an entry.

Add Outcome and Notes

  1. The information from the Regarding field on the activity is added to the Log automatically. Tap Done and the Outcome and any additional notes you added are included in the Log entry. Tap to Log entry to see the expanded view.
Completed activity Log entry
Expanded Log entry

Manually Entered Logs

  1. From the Logs section tap the + to add a new Log. Tap the toggle to add the Log as a completed activity or a simple log entry. Tap Done and your log entry is now on the contact record.
Activity Log entry
Manual entry Log

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment