Events and call logs

An event is something in your diary — a meeting, a site visit. A call log records a phone call you made or took. Both keep the history of your contact with a customer.

Where to find it

Neither has its own sidebar entry. Events appear on the Calendar. Both are added from a record’s Activities tab — on an account, contact, opportunity, quotation or invoice — and open from there.

What you can do

Add an event with its Subject, Starts and Ends, Location, Attendees and a Reminder.
Log a call with its Caller, Contact, times and a Summary.
Link either to the record it is about under Related To.
Open one to edit it or read its history.

This page is a summary. A full guide for events and call logs will follow.