# Contact Log

## 1 Create new Contact Log

Step 1: In the top-right side of the page, click "Add".

<figure><img src="/files/zhfjpIXKnBXkoaM2YZc2" alt=""><figcaption></figcaption></figure>

Step 2: Fill in the relevant details and click "Submit" to create new contact log(s).

<figure><img src="/files/WfEuSiOUmR7lfnPF2rBJ" alt=""><figcaption></figcaption></figure>

* 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].&#x20;
* Contact start time: Default as current time, <mark style="color:green;">customizable</mark>.&#x20;
* Contact Time: Default 30 minutes, <mark style="color:green;">customizable</mark>.&#x20;

## 2  List Data

The contact log list displays all the contact log of customers that the user has the permission to view.

<figure><img src="/files/CFK38Ln4utcDZgBo5mSz" alt=""><figcaption></figcaption></figure>

**Remark:**

Sorting: the newest is on the top. Reply will not displayed on the contact log list.&#x20;

### 2.1 View

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.

<figure><img src="/files/BEtcFbI5rI0WfqH68Wyg" alt=""><figcaption></figcaption></figure>

The details will open up in a new tab and new replies can be recorded.

<figure><img src="/files/daIIUwFgvQ2mRkRfg02I" alt=""><figcaption></figcaption></figure>

### 2.2 Delete

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.

#### 2.2.1 Single Delete

Step 1: On the right-side of the contact log to be deleted, click more ···, and click on "Delete".

<figure><img src="/files/gNU8B6LaylThYV1CJCMx" alt=""><figcaption></figcaption></figure>

Step 2: Confirm the delete operation, and the data will be marked a deleted with a marked through.

<figure><img src="/files/AXT1km1SMPOOzZjE9feB" alt="" width="295"><figcaption></figcaption></figure>

<figure><img src="/files/PwiJEZtGpdtQP81zj3tY" alt="" width="272"><figcaption></figcaption></figure>

#### 2.2.2 Batch Delete

Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.&#x20;

<figure><img src="/files/7tY93cy9BQjiqyMv7eQ5" alt=""><figcaption></figcaption></figure>

Step 2: Confirm the delete operation, and the data will be marked a deleted with a marked through.

<figure><img src="/files/WggiV6BctPgYR0Ef5QpU" alt="" width="295"><figcaption></figcaption></figure>

<figure><img src="/files/z46IDck1QKgtsgNQTvBU" alt=""><figcaption></figcaption></figure>

#### 2.2.3 Deleted Contacts

The deleted contact data is marked with a strikethrough and will still be displayed.

<figure><img src="/files/2JZcbwUMkLgnsSH5gZXz" alt=""><figcaption></figcaption></figure>

There will be a label <mark style="color:red;">(Deleted)</mark> after \[Call log detail].

<figure><img src="/files/ILDQJ8Mw4AWxluplqUsz" alt=""><figcaption></figcaption></figure>

**Remark:**

The user can still view the contact log details, reply and log, but can no longer leave any reply to the details.&#x20;

### 2.3 Log

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&#x20;

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&#x20;

<figure><img src="/files/Hb5yvhnM2Q9lgVNsXPWz" alt=""><figcaption></figcaption></figure>

Step 2: Click on the "Log" tab to view the log details.

<figure><img src="/files/9fMs7kMobEAjUJIyJUJP" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/uKYu9VZSMv7Lmq0lUz04" alt=""><figcaption></figcaption></figure>

## 3 Import/Export

### 3.1 Import

Step 1: In the top-right corner of the page, click "Import".

<figure><img src="/files/mF1sUw7L7zX4tdFXD7vR" alt=""><figcaption></figcaption></figure>

Step 2: Export the template by clicking on "Export template".

<figure><img src="/files/EM2QB06AJ212iLxCkp8Q" alt="" width="375"><figcaption></figcaption></figure>

Step 3: Fill up the Excel template.

<figure><img src="/files/fMZC9xRBw5SUWlLvM5Q0" alt=""><figcaption></figcaption></figure>

Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".

<figure><img src="/files/pSlcYhhVrtRHpqR5b1t7" alt=""><figcaption></figcaption></figure>

Step 5: Click on "Start importing" to begin the import.

<figure><img src="/files/d56lHt5NBN4t57D0OWy2" alt=""><figcaption></figcaption></figure>

Status message will pop-up once done.

<figure><img src="/files/zuXoExDyul4EB3zZe8gB" alt="" width="278"><figcaption></figcaption></figure>

<figure><img src="/files/JUg1SP9ElK0Tp2uPJCq1" alt="" width="276"><figcaption></figcaption></figure>

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.

### 3.2 Export

Step 1: In the top-right corner of the page, click "Export".

<figure><img src="/files/OcTuxIIRx3QKUywDI2Ey" alt=""><figcaption></figcaption></figure>

Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.

<figure><img src="/files/lOtzUCLIIVwCMwrk0C02" alt=""><figcaption></figcaption></figure>

The system will automatically generate and download the exported data in Excel format onto the user's device.

<figure><img src="/files/tNFsUjdkOUZ3JnAIKEz5" alt=""><figcaption></figcaption></figure>

**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.

## 4 Filtering/Searching

### 4.1 Filter

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.

<figure><img src="/files/6lkuzThqpo7HjucRih5E" alt=""><figcaption></figcaption></figure>

### 4.2 Search

#### 4.2.1 Simple Query

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.

<figure><img src="/files/ig6M9TDvJ6qUmnEKyBhU" alt=""><figcaption></figcaption></figure>

#### 4.2.2 Advance Query

The \[Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.

Step 1: Click on the ![](/files/HHJL6WHlfrtdq0Ws6jb5)icon next to the search box.&#x20;

<figure><img src="/files/EfcIsCeiKNFKg6S91dgX" alt=""><figcaption></figcaption></figure>

Step 2: Fill in the relevant condition and click on "Search".

<figure><img src="/files/YweBImQBVXzLEUH2YOuG" alt=""><figcaption></figcaption></figure>

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.


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