The Security Statement the log is for. This will default the AccountId of the current account form.
Click the "Open form" button to open the form and record related to the corresponding field.
The Date field and Time field will automatically default from the workstation date setting.
From the dropdown select a subject heading or enter a new subject.
Click the "Open form" button to open the form and record related to the corresponding field.
Enter the date the log note should be actioned by.
Icon | Description |
---|---|
![]() | To move the action date forward by 7 days. |
![]() | To move the action date forward by 14 days. |
![]() | To move the action date forward by 1 month. |
Enter the Action time.
If the task has been completed enter the Date and Time completed.
Alternatively click the "Tick" icon to automatically fill in the Date and Time. Or click the "Clear"
icon to clear the Date and Time entered.
Enter the Log Outcome.