The log contains a diary of past (and future) events related to the customer contact. Open to maintain a customer contact's log. Note, you can also maintain this information on the Main tab.
Refer to A Customer Contact May Trigger Reminders and Customer Contacts Can Be Used As Case Files for more information about when you would use this log.
Description of Page
Date / Time is a display-only field that contains the date and time when the log entry was created.
Log ID is the system-assigned, unique identifier of the log entry.
Created by is a display-only field that contains the ID and name of the user who created the log entry.
Use Comments to describe the reason for the log entry.
The remaining fields are only used if you want the system to remind you about this customer contact on a future date. If you enter these fields, the system will create a To Do entry to remind you about the customer contact.
If the To Do entry should be addressed to a specific user, choose a Reminder type of Send to User and enter the user's ID in Send To.
If the To Do entry should be addressed to a group of users, choose a Reminder type of Send to Role and enter the user group's To Do Role in Send To.
Use Trigger Date to define the latest date on which the To Do entry should be created. The reason we indicated this should be the latest date is because the background process that's responsible for creating these To Do entries has a parameter called "lead time". This parameter is used to define the number of days before the Trigger Date that the To Do entry should be created. Note, the batch control ID of TD-CCCB is used to refer to this background process.
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