In the Logging Letters, Visits, Etc. section of the Families window, you can log visits and phone calls made, and letters sent, to a family. Entries are automatically sorted by date.

Click image to enlarge.

To insert an entry

On the Information tab, click Families.
Locate the appropriate family.
In the navigation pane, click Letters, Visits, Etc..
Click Insert. Enter the Date of the letter, phone call, or visit, or click to select a date from the calendar.
Enter the Description. Examples include "Birthday Letter", "Excellent Job Performance", or "Sympathy Letter". This field can hold up to 30 characters.
In the Type drop-down list, select a type. Types are a keyword field. To set up types, on the Setup/Admin tab, click Keywords, then Letter Types.
Enter an optional Note. This field can hold up to 30 characters.
Click Save.

To delete an entry

On the Information tab, click Families.
Locate the appropriate family.
In the navigation pane, click Letters, Visits, Etc..
Click in the grid to select the entry. To delete it, click Line Delete > Yes.
Click Save.

Logging Letters, Visits, Etc. in the Families Window

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