Linking Log Notes

HawkSoft enables you to link related log notes together. Each log note displays the contents of all of the log notes linked to it.

Linking log notes gives you a more complete picture of your prior interactions with policy holders by grouping related log notes together and reading them in chronological order.

This article explains how to link and unlink log notes.

See Append new information to an existing log note for information on adding information to an existing log note.

You can link multiple log notes. These log notes will be displayed in date order.

To link existing log notes together

1. Retrieve the client file.
2. Select either the Client tab or the policy tab that has the first log note you want to link, then select the Logs tab.

3. Double-click on the first log note you want to link.

   Alternatively, you can single-click the text of the log note.

   The View Log dialog opens.

4. Click  Additional Options, then click Link Log.

5. The Select Logs to Link dialog opens.

6. Select one or more logs to link to.

7. Click Save Log Links to finish linking the selected logs.

   The View Log dialog displays all linked log notes.

8. Click Close.

To create a new log note and link to an existing log note

1. Retrieve the client file.
2. Select either the Client tab or the policy tab that has the first log note you want to link, then select the Logs tab.

3. Double-click to open the existing log note.

   Alternatively, you can single-click the text of the log note.

4. Click Quick Log.

   To perform an action, click New Action. The resulting log note will be linked to the existing log.

5. Select one item in each of the three lists to describe what prompted this log note.

   The Create Log dialog opens.

6. Add log comments and create a Task as needed, and then click Save Log.

7. Click Close.

To unlink log notes

1. Retrieve the client file.

2. Select either the Client tab or the policy tab that has the first log note you want to link, then select the Logs tab.

3. Double-click on the log you are unlinking from.

   The View Log dialog opens.

4. Click  Additional Options, then click Remove Log Links.

   The Unlink Logs dialog opens.

5. Uncheck the box next to each log note you are unlinking.

6. Click Save to unlink the unchecked log notes.

   The View Log displays any remaining linked log notes.

7. Click Close.

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