1. Go to the Card File command centre and click Contact Log. The View Contact Log window appears.
2. Enter the contact you are creating the log entry for in the Name list.
3. Click New. The Contact Log Entry window appears.

4. Complete the Contact Log Entry window as described in the following table.

   Name	The name of the contact. To view the contact’s card, click the zoom arrow.
   Contact	Type the name of the person that is associated with this entry. For example, you can record the name of the person you spoke to on the phone. If you have specified a contact person in the contact’s card, you can click the down-arrow to choose that person.
   Date	Type the date you spoke to or wrote to the contact. If you are simply entering an appointment or reminder, you can enter today’s date.
   Notes	Enter any information you want to save about the conversation or follow-up.
   Elapsed Time	If you want to record the time you spend speaking to the contact, or working on a particular task related to the entry, type the time in hours and minutes. For example, if you spend 15 minutes, enter 15 . If you spend 1 hour and 15 minutes, enter 1:15 .
   Recontact Date	If you want to be reminded to follow up the contact, type or select the date you want to be reminded to recontact them. The reminder will appear in the Contact Alert tab of the To Do List on this date. For more information, see Reviewing your contact information .
   Log	View all contact log entries for the selected contact.
   New	Open another Contact Log entry window to create a new entry for this or another contact.

You can choose to automatically create log entries each time you record a sale, purchase or banking transaction. The log entry contains basic information about the transaction, such as the invoice number, cheque number and the amount.

1. Go to the Setup menu and choose Preferences. The Preferences window appears.
2. Click the Banking tab.
3. If you want to create an automatic contact log entry for each payment you record, select the Make Contact Log Entry for Every Cheque option.
4. If you want to create an automatic contact log entry for each receipt you record, select the Make Contact Log Entry for Every Deposit option.
5. Click the Sales tab.
   If you want to create an automatic contact log entry for each sale you record (including quotes and orders), select the Make Contact Log Entry for Every Sale option.
6. (Not Basics) Click the Purchases tab.
   If you want to create an automatic contact log entry for each purchase you record (including quotes and orders), select the Make Contact Log Entry for Every Purchase option.
7. Click OK.

1. Go to the Card File command centre and click Contact Log. The View Contact Log window appears.
2. In the Name field, enter the contact for whom you want to view the contact log.
3. Select the entry and click Edit, or click the zoom arrow next to it.
4. Make your changes and click Record.