The Communications tab keeps a running log of what you discussed with a vendor and what still needs follow-up. Open entries also appear under Needs Attention on the vendor's Overview tab.

For general notes and documents about the vendor, use the Details tab instead; see Update vendor details and contacts.

Note

Adding, editing and removing log entries needs permission to edit vendors.

Add a log entry

  1. Click Vendors in the sidebar, select the vendor, and click the Communications tab. (Or click Log communication on the vendor's Overview tab.)
  2. Click Log entry.
  3. Fill in the entry:
    • Comment (required) — what was communicated, for example "Called to schedule the annual inspection."
    • Status (required) — whether the item is still open or closed. New entries start with the first status in the list.
    • Log date — when it happened.
    • Follow-up by — the date by which someone should act.
    • Reported by — who raised it.
  4. Click Add entry.

The log lists entries newest first. Each shows its status, who reported it and, if set, Follow up by with the date.

Edit or remove an entry

Point at the entry, click ⋮, and choose Edit or Remove. When editing, click Save changes. Close an entry by editing it and changing its Status.