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The communications log
Keep a record of calls, WhatsApps, emails and meetings with customers.
2 min read
The Log tab on every customer and traveller is a record of what was said: calls, WhatsApp messages, emails and meetings. It is a record you write, not a connection to your phone or mailbox.
Log something
- Open the customer or traveller, choose the Log tab and press Log a call or message.
- Choose how (Phone, WhatsApp, Email or Meeting) and who contacted whom, write a subject and what was said.
- Leave When empty for now, or choose when it happened. Press Log it.
Newest entries are at the top. A customer's log also shows the entries of its travellers. You can change or remove what you logged; an Admin can correct anyone's entry.
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