Contact Log
Kindly complete the customer's contact before proceeding to create the contact log.
Last updated
Kindly complete the customer's contact before proceeding to create the contact log.
Last updated
Step 1: In the top-right side of the page, click "Add".
Step 2: Fill in the relevant details and click "Submit" to create new contact log(s).
Operation Mode: Default as batch add
Customer name: When Operation Mode = 'Batch add', the user can select multiple customers to add contact records in batch. Only customers that the user has permission to view will be displayed on the selector.
Contact Medium: Can be set in [Settings > Dropdown Box > CRM >Contact Medium].
Contact start time: Default as current time, customizable.
Contact Time: Default 30 minutes, customizable.
The contact log list displays all the contact log of customers that the user has the permission to view.
Remark:
Sorting: the newest is on the top. Reply will not displayed on the contact log list.
Step 1: Open the details page, and it will appear in a pop-up window on the right side of the page. Option 1: Click on the data row directly. Option 2: On the right side of the data row, click on "more ···" and then click "View.
The details will open up in a new tab and new replies can be recorded.
The data on the contact log can be deleted only by the system administrator, and only the contact records visible to the system administrator can be deleted.
Step 1: On the right-side of the contact log to be deleted, click more ···, and click on "Delete".
Step 2: Confirm the delete operation, and the data will be marked a deleted with a marked through.
Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.
Step 2: Confirm the delete operation, and the data will be marked a deleted with a marked through.
The deleted contact data is marked with a strikethrough and will still be displayed.
There will be a label (Deleted) after [Call log detail].
Remark:
The user can still view the contact log details, reply and log, but can no longer leave any reply to the details.
Step 1: Open the relevant Contact log details
Option 1: Click on the data row directly to open the Contact Log details on the right-side of the page
Option 2: Go to the right-side of the data row, click more ···, and click "View". The Contact Log details will display on the right-side of the page
Step 2: Click on the "Log" tab to view the log details.
The log data can be filtered by log type through the operation type, by the creation time using the existing time filter, or by customizing the range with the "Time range" button. Additionally, the [Search log] search box is used to search for log content.
Step 1: In the top-right corner of the page, click "Import".
Step 2: Export the template by clicking on "Export template".
Step 3: Fill up the Excel template.
Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".
Step 5: Click on "Start importing" to begin the import.
Status message will pop-up once done.
When the import is complete, an Excel file will be generated to inform the user of the import status of all rows and provide an error message if the import failed.
Step 1: In the top-right corner of the page, click "Export".
Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.
The system will automatically generate and download the exported data in Excel format onto the user's device.
Remark:
This will export all the data that is shown on the current display list, across all pages. If your settings for the list are set to 10 results per page, the export will still include all existing data, except in cases where the user has applied filters or searched for specific results; in such instances, the system will only export the filtered or queried results.
The filter function allows users to refine or narrow down the data list based on the selected criteria.
Click on "More filters" to view more filtering options available.
The users is able to filter contact logs with customer names or creator or contact names that are similar/matched to the text entered in the search box.
The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.
Step 2: Fill in the relevant condition and click on "Search".
Users can save their preferred search/filter condition by entering the details and click "Save" or "Save and Search" to be directed to the result straight away.
Step 1: Click on the icon next to the search box.
