Question
How do I add contact history to a Customer Record?
Answer
To add contact history to a Customer Record, you will need to go into their CRM record, which can be accessed from many areas of the system but this would usually be done by going into CRM > Enquiry and searching for the customer:
Once in the record click the Contact tab:
Now click the Add Contact History button:
This will then open up the screen to fill out the Contact History. Select the relevant option for each drop down and enter notes, then click save.
This will then update the contact history.
Please Note: if you select the Contact Category as Sales, this will force a user to create a future contact.