Add/Edit Customer Log
This is the add/edit page for user-maintained customer log entries. Check the main submit button to know what mode the page is in. The main submit button will contain the keyword "add" or "edit" to help you know what mode you are in.

Here are what the fields require:

1. Name - This value is passed in to help you know who the log is for.

2. Id - This is a system maintained value and is handled behind the scenes. The value will be "new" if in add mode and an actual numeric id number if in edit mode.

3. Contact Type - Required. Choose from the list provided. This helps you know what kind of a contact or follow-up method was used.

4. Log Date - Required. This should be the date the contact was made. Use the m/d/yy format for all dates.

5. Log Time - Required. This is the physical time (or there about) when the contact was made. Use the h:mm am or h:mm pm format for all times.

6. Log Notes - Required. Use this field to tell the story of what happened and what was discussed. The min is 3 characters with a max of 65,000 chars (basically unlimited). There is also a help file link if you would like to add basic HTML code to dress up the log notes. Basic HTML include line breaks, links, bold, italics, etc.

7. Show On Calendar - If the value is checked, the log note and follow-up note (if applicable) will show up on the main elements of time homepage calendar. This helps make it so that important logs and follow-ups don't fall through the cracks. Unchecked means no, don't show this log note on the calendar. The default is yes or checked.

8. Show On The Web - If this value is checked, the log note and follow-up note will be available for the customer to see if he/she logs into the backend ecommerce or customer pay portal section of the site. If the value is unchecked (default), it will not be shown to the actual customer and is considered somewhat of an internal (to your company) note.

9. Need Follow-Up - This is a switch for requiring additional follow-up information or not.

10. Follow-Up Date - Only required for follow-up or follow-up pre-dating. Use this field to set a follow-up date or to record follow-up that was taken. Use the m/d/yy format on all dates.

11. Follow-Up Time - Only required for follow-up settings. Use the h:mm am or h:mm pm format for all times.

12. Follow-Up Notes - Only required for follow-up settings. Use this field to tell the story or prompt yourself about action needed. There is a max of 65,000 (unlimited) and a min of 3 chars, if used. This field also allows for basic HTML to help dress up the output.