You can create entries in your Contact Log manually, or you can set up AccountEdge so entries are made automatically when you perform specific tasks in the application.
The only prerequisite for either method is that a card exists for the person or company for whom you want to make a business contact-and even if a card doesn't exist, you can quickly add one to your records while you're in the process of making the business contact.
To create business contacts for common contact events, such as meetings or telephone calls, you'll need to manually enter those business contacts. To do this, use the Contact Log Entry window.
To create a business contact for each sale, purchase, check or deposit you record, you can set up AccountEdge to create an entry in the Contact Log automatically. You'll do this using the Sales view of the Preferences window.
Step by step