The following steps contain everything you need to help you record contact information on your customer and supplier records.
Record a contact on a customer record
- Click Customers then double-click the required customer and click Communications then click Add entry. For telephone calls, when the call is answered > click Start > at the end of the call > click Stop. Sage Accounts automatically times the duration of your telephone call.
- Complete the communication information as required.
- Click Save
Communication Details
| Telephone / Letter/Fax/Email / Meeting | Select the type of communication. |
| Subject | Enter a subject or topic. |
| Balance | A read only field showing the customer or supplier balance. |
| Date | Enter the date of the communication. |
| Our contact | Choose the name of the communicator. |
| Contact Type | Choose the communication type. |
| Style | For letters or emails, choose the appropriate letter style. |
| Location | For meetings, choose the relevant location. |
Contact details
| Spoke to / To from / Met | Enter details of who was contacted. This option name changes based on the communication type. |
| Telephone | Shows the telephone number from the customer or supplier record. |
| Street1 / Street2 etc | Shows the address from the customer or supplier record. |
Communication Result
| Outcome | Choose the appropriate outcome for the communication. If you choose Payment Promised, the Promised Amount becomes available to enter. |
| Promised amount | If you choose Payment Promised from the Outcome menu, you should enter the promised amount here. |
| Follow up / Due | Enter the agreed follow up date. If Promised Payment is the chosen outcome then choose the due date. |
| New Account Status | If required, you can amend the account status on the basis of the communication. |
| Credit position | If required, you can update the credit position here. |
Record a contact when sending a statement or letter
When emailing, printing or exporting certain statements and letters, for example, chase letters, you see the following prompt:
'Do you want to update the communications history?'
If you want to update the communication history, click Yes. If not, click No.
