The Account Communication Log is a new feature for department staff to document customer interactions pertinent to the account. When staff contacts a customer, an entry can be made in the account log for reference at a later date. Located in the Messages tab of a customer's account page, a new section has been added for the Account Communications Log below the Account Message section, and a section called “Communications” has been added below the existing Account Notes section.

Adding a Note to the Communications Log

1. Go into a household account on the management side
   • Notice that the Messages tab has been changed to “Messages & Logs”
2. Click the Messages & Logs tab
   1. NOTE: Clicking Add New Account Message will add a message to the household account that will be viewable by the customer. This is not the communication log for the staff. Anything added to the Account Messages can be viewed outside of the staff and is not private to your department staff.
3. Click Add New Account Communication

4. Enter the date for the communication with the customer
5. Enter the time for the communication with the customer
   1. Date and time are both required fields in addition to the entry text
6. Type the log entry into the text field
7. Click Submit

8. The entry will be recorded on the log

• Results default to a date range of the last thirty dates and shows notes from that time period.
  • Adjust the date range by changing the Start Date and End Date
• Each entry within the date range will be displayed in full including the date/time and staff name
• Each column is sortable

Administrator Only Features

To the right of the contact log entry, there are options to Edit and Delete the entry. These Edit and Delete functions are ONLY for Administrative users.

9. Click Edit to change information in the log entry

10. Click Delete to remove the entry
    • This action cannot be undone

MyRec.com Support Specialists DO NOT have access to Edit and/or Delete a department's Account Communication Log.