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Contact Log
The contact log allows your business to track and log communication between Staff, Applicants, Members & Clients.
Each log entry can record the following information:
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Date & Time - Of when the log entry was created.
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By - Who the log was created by
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Contact Method - What form of communication was used i.e. SMS, Email, Phone Call etc
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Reason of Contact - Why the contact log was created
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Contact Outcome - The results of the communication i.e. Successful Outcome,
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Comments - The comments section provides the details of what was communicated, this can be system-generated or manually entered.
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Contacted Designation - Describes the job position/title of the contact
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Contact Status - Describes the type of log i.e. Shift Contact or Contact Member.
The contact log has been integrated into the system to automatically log the following outgoing communication/actions through the system.
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Emails
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SMS
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Push Notifications
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Change of Status
The are several locations within the system to take you to the contact log including but not limited to:
- Contact Log
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Member Contact Card
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Personnel Card
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Finance
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Client Detail