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Where to find contact log?

kadso

February 22, 2011 18:57

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Am I missing something there?  I've read the help files and the forums, but shouldn't the contact logs be easier to find?

By that I mean I want to record when I talked with a client's contact. then I would like to be able to see some sort of running list of such contacts.  That way I can keep track of what was said to whom at what time.

I expected to see a list, showing Contact ~ Contact ~ Project ~ individual record of conversation when I put in data via "contact log" under the project's "notes" or "People" or "work" tabs.  But I don't see such.  All I can find is a running list tied to the contact buried deep in the contacts tab.

Thanks for you help,

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9 comments

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  Oranged Support February 22, 2011 19:47

  We are going to be making the contact logs more prominent, but for now you can find them in several places:

  • Using the Contact Log tracker (Window Menu > Contact Log Tracker)
  • When editing a contact, you can click the Contact Logs tab
  • Create new logs by adding the toolbar item to your main toolbar or by selecting File Menu > New Contact Log

  Hope this helps!

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  kadso February 22, 2011 20:29

  This helps a lot.  The command + G shortcut for Window Menu > Contact Log Tracker is a big help.

  I was expecting the contact communication log to be present within the "notes" area.  And being able to read and edit the log's field's data easily.

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  Oranged Support February 22, 2011 20:31

  We planning on making the logs more easily accessible from both the client and project information views. This will most likely be part of Studiometry 9.0 when we focus on updating and improving the CRM features available in Studiometry.

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  Robert Rabner September 08, 2011 17:36

  I too must be missing something, I've just upgraded to 9.0 and a Contact Log Tracker is nowhere to be found (I never knew anything about it under 8.0). There is no drop down under Window menu and command + G does nothing.

  Further when I bring up the entire email log "list" and try to view for a single client I get none of the associated records.

  Perhaps a visual tutorial would help

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  Oranged Support September 08, 2011 17:52

  Studiometry 9 has changed where contact logs are. They now appear in the main window under the Logs group section. If you don't have a "Logs" group appearing, right-click on your group list to go to the view settings window, and then enable logs. See the picture for more info.

  

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  Robert Rabner September 08, 2011 18:16

  Thanks for the quick reply. I was referring to the "Contact Log Tracker" mentioned above. When I do access the log window you referenced above I get Screen 1, when I try to view the logs for a single client (who has numerous log files) I get Screen 2.

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  Oranged Support September 08, 2011 18:27

  Hi Robert,

  The contact log tracker has basically been moved into that logs group. Regarding the filtering, are the logs attached to the clients specifically, or to contacts associated with those clients? Logs can now be linked to any item instead of just contacts, which might be where the confusion is coming from.

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  Robert Rabner September 08, 2011 18:56

  Again, thanks for the quick reply, with your assistance I've figured out how to achieve the results I was looking for.

  By the way, really enjoying the new version, and I'm sure I've barely scratched the surface. I'm looking forward to any new video tutorials for the new features, as I always come away with at least 1 AHA! moment. Thanks for the great work and the great product.

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  Oranged Support September 08, 2011 18:59

  Great glad you got that figured out. We're working on some new video tutorials and we plan to have them out pretty soon. We'll announce the new tutorials on our twitter and post them on this support site.