Journals Overview

The Journals are where a lot of the information resides for customers. 

This will alleviate issues of swapping between screens when accessing customer information. 

You can store documents, confidential contacts and general contact information here.

The section pages will guide you through the Journal process:

Journals
Assigning Categories
Important, Partner Only and Confidential  Entries
Attaching and Uploading Files
Journal Search
Deleting a Journal Entry
Filtering the Journal
Sensitive Entries Within HPA2, HRS & CBL
Setting Journal Categories