When viewing a client’s contact history, a staff member is unable to access the ADD CONTACT LOG button.
The staff member’s staff role must have permission to manage all tasks:
- Click the App Drawer button .
- In the App Drawer, click Setup.
- On the Setup menu, click Staff.
- On the Staff menu, click Staff Roles.
- Find the desired role in the list and click the Edit role button .
- Under Task Management, select All tasks.
- Click SAVE. Staff members with this staff role can now create contact logs.