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Use Selected for Contact Log Entry
If you verify that the name found in the Search Results list matches the person or provider for whom you want to enter a Contact, click on the Name link at the beginning of the row in the results table. As a result, one of the following types of records is presented:
Person Record
Organization Record
On the Person or Organization Record page, select the Account Option titled Contact Log at the bottom of the page. This accesses the Contact Log Entry - Caller/Party Contacted page. The known information for the person or organization is displayed in the fields provided, but may be changed in necessary. Continue to enter the information for the contact as described in Completing the Contact Log Entry.