OL98: Phone Call Not Logged on Contacts Journal Page

MORE INFORMATION

The Contact Is Not Filed by a Default Name

When you set up a contact record, the system generates two File As field names based on the contact's name as entered. Entering the contact's name as "John B. Doe" generates names of "John B. Doe" and "Doe, John B." Using either of these names in the File As, field results in logging phone calls to the contact's Journal page. However, phone calls are not logged to the contact Journal page if you change the name in the File As field to anything else.

Set Up a New Contact Record

1. On the Contact menu, click New Contact.
2. Type the name as "John B. Doe" (without the quotation marks), and type one phone number.
3. On the Journal tab click to select, "Automatically record journal entries for this contact."
4. Click Save And Close.

Make a Phone Call to the Contact

1. Open the contact that you just created.
2. On the contact toolbar, click the AutoDialer icon.
3. Click Start Call.
4. After dialing, end the call.
5. Click Save And Close on the Phone Call record.
6. Click Save And Close on the Contact record.

View the Journal Entries

1. Open the Contact record.
2. Click the Journal tab.
   
   The phone call is recorded on the contact Journal page.
3. Click Save And Close on the Contact Record.
4. Click the Journal folder.
5. In the Current View window, click Phone Calls.
   
   The phone call is recorded in the Journal folder.