Contact Log
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Individual Profile » Communications Tab » Contact Log
A Contact Log is a brief summary of any contract or work you are doing for an individual. This can be information ranging from meetings for a potential donation or that they were sent the invitation to the Alumni Reception event.
Under the Summary Snapshot tab, you can view the most recent contact logs added to an individual's record. Under the Communications Tab, you can view all contact logs.
New Contact Logs can be added via either page by clicking "add" and filling in the fields below.
- Normal Log or Fundraising
- If Fundraising - The user is taken to an area where tasks can be entered. If the "Prospect Status" is changed, it moves the person into a new Fundraising status amongst the "Fundraising Reports".
- NOTE - Only those with Fundraising access can view these logs
- If Fundraising - The user is taken to an area where tasks can be entered. If the "Prospect Status" is changed, it moves the person into a new Fundraising status amongst the "Fundraising Reports".
- Choose a Contact Log Type (They're managed in the Admin section)
- Enter a Contact Date (The date the contact took place – edit if that date is not today)
- Contacted By (if applicable) - Ex., if a Headquarters staff member calls an individual about their record, the Contact Log would be on Joseph’s record and the Contacted By would be that staff member.
- Entry – This is where you record the notes.
- References - If there is another individual who should have matching notes on their record, enter their name in the References box. The search feature will activate and the person (or multiple people) can be selected from a list.
- Create Log Entry – Stamps the notes on the individual’s record, and on any record referenced.