Contact History entries are created automatically from the Wrapup, Scripts, and also from Emails and Letters.
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Creating entries manually is unusual, but sometimes necessary. It may also be necessary to use the screen to edit an existing entry (controlled by Authority Level on the User Profile).

To create a Contact History Entry manually go to the Contact History Tab (if it does not exist on the Account Details page see Customise Additional Page tabs) and click on the

button.

Here you can set the date of the Contact History, the Activity, the Response and CustomerStatus, the Contact this History entry is in relation too, the Comments and other information that may be needed.

To set up items for the Activity list, such as Meeting you will need to go to the Menu option Setup > More > Activities. From here you will need to click the New Activity option and in the pop add a Activity Name and Description.

To remove fields from the screen, such as Product or Owner, use the Menu option Setup > Field Headings > All Fields. From here you will need to click into the Contact History heading and add the Control *nv into the relevant field in the Control Column. Click here for more information.

The Appointment Date/Time field is an Account Additional Field which has been added to the Wrapup Panel, any Account Additional Fields added to this panel will be displayed here also. To add or remove the Account Additional fields from the Panel and therefore the editor you will need to go to the Menu option, Setup > Field Headings > History Additional Fields. Click here for more information.