Communication Log

The Communication Log in theBOSSapp is designed to record and track multiple communication events, providing your team with a clear history of interactions. This ensures that all communication related to a project or client is documented and easily accessible.

Where to Add Communication Logs

Communication events can be entered from the following locations:

1. Projects: Navigate to the Communications Log tab within a project record.
2. Clients: Go to the Communications Log tab in the client record.
3. The floating menu bar: Use the Add Communication button available in the menu bar for quick access.

Steps to Log Communication

1. Select the Record Type:
   Choose whether the communication is being logged against a Project or a Client.
2. Enter the Communication Type:
   Select the type of communication being recorded. Options include:
   – Email
   – Phone Call
   – Meeting
   – SMS
3. Add Relevant Details:
   Fill in the Details field with information about the communication. This could include key points discussed, actions decided, or any follow-up required.
4. Attach Files (Optional)
   If relevant, attach any files related to the communication. This could include meeting notes, email screenshots, or other supporting documents.
5. Save the Communication Log:
   Once all information is entered, click save to ensure the log is recorded.

Viewing Communication Logs

• Communication logs can be viewed under the Communication Log tab in either the Project or Client record, depending on where the log was stored.