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The contact record can be used to add journal entries for any individual roles the contact has (, i.e. vendor, landlord, applicant, tenant)
This provides a shortcut to create a journal entry for any role the contact has - allowing all journal entries for a contact to be created without having to move away from the contact record
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1. Select role for journal entry From contact record Activity Feed (top right): Click and select Create journal entry - options to create journal entries for each of the contact’s roles are offered Hovering over the role type displays basic details, e.g. address, tenancy status, applicant detail
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In this example, the contact has one vendor, applicant and tenant role The option displayed at the top (i.e. Mr Mark Young) allows a contact journal note to be added |
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2. Add journal entry for vendor/landlord/applicant/tenant From the menu shown above: Select the relevant role and address/tenancy status/applicant to add a note for The Manual Journal Entry screen is displayed - enter the journal entry detail and click Accept Image RemovedImage AddedUpdate the next/last call dates (as usual), click Accept Image RemovedImage Added
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3. Journal entry added The journal entry is added to the contact record (with the property address it is for in brackets) The journal entry is also added to the property record The Next call (and last call) dates will also be updated if this was selected (see previous step)
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