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Communications Log

The Communications Log allows you to keep track of all your dealings with your clients. To reach this screen, click C in the Other column on the Client Report screen.

To create a communication record, fill the following fields:

Click Submit. The communication is added to the History List at the bottom.

To remove a communication, click the Remove box beside it, and click the Remove button.

When you have entered all the information, click the Back button of your browser to return to the Client Report screen.