Log a customer telephone call

Record dated contact with a person and retrieve earlier conversations.

Communications — PLM application screenshot
Communications · Application screenshot
  1. Choose the person from the searchable list.
  2. Select Telephone, set the date and write the reason or outcome.
  3. Save and locate the call under its date group.

Example

Log a telephone discussion with Maria under Telephone and record the agreed follow-up in the reason or notes. This preserves context for the next call.

Check the result: Save and locate the call under its date group.