Conversation Log

Using the Conversation Log form, you can maintain a history of important information from project-related conversations, such as the time and subject, and who logged the conversation. Each conversation record can be assigned a type and category. You can even determine whether a follow up is needed and when it is due.

To create a conversation log record

1. On the View menu, click Document Control > Conversation Log, and then select a view.
2. Click .

The Conversation Log form appears.

3. Enter the following information:
• Number: The number for the conversation record.
• Date*: The date when the conversation occurred.
• Time: The time, including AM or PM, when the conversation began.
• Subject: The subject of the conversation.
• Closed: Select the check box to indicate that this conversation log is closed.

*This field is required.

4. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.