Minutes


Additional details can be included by adding Minutes to a Contact Report.


To add Minutes to a Contact Report:


1.  If you have just added a new Contact Report, you can add Minutes directly after saving the Contact Report by clicking the Minutes hyperlink at the top of the Contact Reports form.  If you created a Contact Report earlier and wish to add Minutes at a later date, from the "Production" menu, select "Contact Reports", then "Search Contact Reports"  to open the Contact Reports Browse screen. Narrow your search by entering report details such as Job No., Client, Office, etc.  When the desired Contact Report appears in the list, click the blue link in the ID column to access the Contact Report, then click the Minutes hyperlink at the top of the Contact Reports form.

2.  Type the details in the Contact Report Minutes screen, adjusting any print preferences as desired.

3.  Click to save your Minute details and return to the Contact Reports Form or to return to the Contact Reports Form without saving your Minute details.