Adding Logs for External Actions
The next button is the Log button. This button allows you to document actions or events that occurred outside the software but are important to capture within the system. By clicking on the Log button, you can manually enter details about these external activities, ensuring that all relevant information is recorded and stored for future reference.
After clicking the button, you will be prompted to select the type of action from the Communication Type dropdown menu, which categorizes the nature of the interaction. Next, you can specify the exact date and time of the communication to ensure accurate record-keeping. If additional context or details are needed, you can provide a description in the Description box. Once all the information is entered, click the Save button at the top right of the panel to securely store the log in the system. This process ensures that every significant interaction related to the matter is well-documented and easily accessible for future reference.