14.17.1 How to Create a Call Log directly from an Email Message

Related Articles 14.24.2 How to Create a New Personnel Contact file through an Incoming Email. 14.29 Creating Call Logs for a Customer File 14.24.1 How to Create a New Contact through the Sender of an Incoming Message

Creating a Call Log directly from an Email is done when you right click on a highlighted email. A drop down menu will open showing the options for functionality. Click on the Create a Call Log option from the menu.

The window for a Call Log will open directly if the Sender's email is already a Contact within Tradepoint. In this case, the Sender's contact information will be associated with the Call Log. The content within the Email will be pre-populated into the body of the Call Log. If the Sender is not already in your Tradepoint as a Contact then you will need to create a Contact from their email.