Client contact history

Within a client’s profile, you can view the history of all the interactions the client has had with your business. Additionally, you can manually add entries to the contact history log to record online or offline interactions, such as conversations that happened in person or over the phone.

NoteYou can also view the contact history for all your clients with your marketing reports.

In this article:

To view a client’s contact history:

  1. On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Contact History.

To add a contact log entry manually:

  1. On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the client’s menu, click Contact History.
  4. Click the ADD CONTACT LOG button.
  5. On the Add a Contact Log Entry page, specify the DATE/TIME of the interaction with the client.
  6. In the CONTACT METHOD list, select the contact method. Your choices are: Email, In Person, Mail, Phone, Push, and SMS.
  7. In the CONTACT TYPE list, select a contact type, or click the Add Contact Type button to create a new contact type.
  8. In the STAFF list, select the staff member who interacted with the client.
  9. In the DESCRIPTION box, enter a description of the interaction; this can be as simple or detailed as you need.
  10. To create a follow-up task for the interaction, select the Create Follow-up Task checkbox, and then configure the required information. The task will appear in the assigned staff member’s task manager.
  11. Click ADD. The contact log entry is added to the client’s Contact Log History.
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