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Record supplier or farmer conversations
When to use it
Keep a record of conversations or visits that other staff need to see.
Before you start
- You need access to the profile and permission to manage its interaction logs.
What this changes
The profile’s log shows the saved conversation or visit notes.
These actions change the saved farmer or supplier information used for sourcing. Submitted payment details still need separate payment-profile review.
Steps
- Open the supplier or farmer profile and select Logs.
- Choose Add Interaction Log and write a clear Description of the interaction, date or context, and agreed next action.
- Select Publish and check that the entry appears.
- To correct an entry, choose Edit and publish the change. To remove an incorrect entry, choose Delete, check it, and confirm Yes, Delete.
Screenshot to add: Record supplier or farmer conversations. Show profile → Logs → Add Interaction Log, with the controls described above visible. Capture filename: images/manage-interaction-logs.png.
Restrictions and help
- Use factual, relevant notes. Confirm the person and record before publishing.
- Deleting a log removes that log entry; it does not delete the supplier or farmer.
- Cancel closes the entry form without publishing the change.
If something went wrong
If you entered the wrong description or date/context in the notes, open the original profile's Logs, select the entry's Edit, correct the description and Publish. For an entry on the wrong profile, review Delete → Yes, Delete with its owner before publishing the confirmed description on the intended profile.
After an unclear save, check the log list before adding the same conversation again. Correcting the log records what happened; it does not change an order, contact a supplier or complete any follow-up mentioned in the notes.
Check the correction
Check the saved profile, conversation date and notes. Tell the staff member responsible for any follow-up if the earlier entry gave them the wrong instructions.