The Contact Log tab displays all log entries recorded for the contact, including notes, follow‑ups, and time‑tracked interactions created from the profile or any contact list. Entries may include details such as notes, time spent, and next contact dates, providing a history of communication and activity that can be viewed, printed, or referenced as needed.
The Contact Log tab on the contact profile will record system-generated entries and manual entries you've created.
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(1)
: A flag will be displayed when the entry has been created from an email or other system entries, such as checklist items being added or removed, or when a profile has been merged. - (2) Memo: A portion of the note will display in the Memo field. Other system-generated entries added from email messages sent (only subject line will show), invoices created, rewards added or removed, and payments posted to the account.
- (3) Date/Time: The date and time are displayed, specifying when the entry was created.
- (4) Initials: If the entry is system-generated, this field will be blank. Manually created entries can display any custom information that has been entered.
- (5) Category: Will display the type of log entry.
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(6)
: Used to create a new entry. -
(7)
: Choose to hide or Show System Entries (set by default) and whether an expanded view of the Memo field will be displayed at the bottom of the profile.