CRM > Customer journal

This is the customer journal feature of the CRM option.

It allows you to enter date-related information about a customer.

How to add a new record

1.	Click on Add new record.

2.	Enter the event date, source and note. The "hours" field is optional.

3.	Click on to save your entry.

How to edit a record

1.	Click on on the left.

2.	Enter your changes. You can cancel editing by clicking on

3.	Click on to save your entry.

How to delete a record

1.	Click on on the left

2.	Confirm that you want to delete the record.

Why can't I edit or delete a certain record?

There are two possible causes:

1.	Your aren't the author of the record (see the "Entered by" field")

2.	The record is older than seven days (see "Entry date"). There is deadline of seven days after initial record entry for changes.