Customer Call Logs

Keeping Call Logs up to date provides a clear record of customer interactions, helping you track follow-ups, maintain continuity, and manage relationships more effectively.

Call Logs allow you to record and manage communication with your customers and suppliers, providing a centralised history of calls and follow-up activities. Keeping call logs up to date helps your team track conversations, follow up on important matters, and maintain a clear record of customer and supplier interactions.

This document explains how to view, add, edit, and manage Customer Call Logs in Supply’d.

• The Customer Call Logs Tab

• Adding a Call Log

• Editing a Call Log

• Removing a Call Log

---

The Customer Call Logs Tab

The Call Logs tab on a customer’s page lists the calls, visits, and emails associated with the customer, providing a central record of your interactions and communication history.

To view a customer’s call logs:

1. Select Customers from the main menu.

2. Select a customer to open their details.

3. Select the Call Logs tab.

👉 The Customers page and the options available in the Customers list are explained in The Customers Page document.

Customer Call Logs have colour-coded statuses for easy identification:

• - An email interaction with the customer.

• - A phone conversation with the customer.

• - An in-person visit with the customer.

Click on a Call Log to view the details of the interaction.

Call Log Details

Details relating to this Call Log - Customer, Location, Call Date and User.

Notes

Add any relevant notes or details from the call.

---

Adding a Call Log

1

Click Add+

Click the button (first call only) or Add+ in the top right.

The button will only show when no calls have been logged. For all additional entries, use Add+.

The Add Call Log form will open, allowing you to record details about a sales call or customer visit.

---

2

Complete the Form

Complete the fields as follows:

Customer

Automatically entered.

Location

Select the location of the call from the list of locations associated with this customer.

Call Date* [required field]

Select the call date and time. Clicking this field will open a calendar and time selector for you to choose from.

Click to set the chosen date and time.

Call Type* [required field]

Select the Call Type to record how the interaction took place: Visit for an in-person meeting, Call for a phone conversation, or Email for correspondence via email.

User

Select the name of the sales representative or person who made the call.

The name will be automatically pre-filled based on the logged-in sales representative, but different name can be selected from the list if needed.

Next Call Date

Clicking this field will open a calendar for you to select the next call date.

Notes

Add any notes taken from this call.

Images

Upload any photos applicable to this call.

---

3

Click Save

Click to add the call.

---

Editing a Call Log

1

Select the customer whose Call Log you would like to edit:

1. Select Customers from the main menu.

2. Select the customer.

2

Select the Call Log you would like to edit:

1. Go to the Call Log tab.

2. Select the log.

3

Click the 3 dots on the top right and select Call Log.

The Edit Call Log form will open.

4

Change any required details for the Call Log, following the guidelines for Adding a Call Log above.

5

Click to apply the changes.

---

Removing a Call Log

1

Select the customer whose Call Log you would like to remove:

1. Select Customers from the main menu.

2. Select the customer.

2

Select the Call Log you would like to remove:

1. Go to the Call Log tab.

2. Select the Call Log.

3

Click the 3 dots on the top right and select Remove Call Log.

You will be asked to confirm.

Click .