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Introduction
The contact log allows your business to track and log communication between Staff, Applicants, Members & Clients.
The contact log has been integrated into the system to automatically log the following outgoing communication/actions through the system.
Emails
SMS
Push Notifications
Change of Status
How to access the Contact log?
1. Go to Contact log from the bottom of the portal (as shown below).
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Date & Time - Of when the log entry was created
By - Who created the log?
Contact Method - What form of communication was used i.e. SMS, Email, Phone Call, etc.?
Reason of Contact - Why the contact log was created?
Contact Outcome - The results of the communication i.e. successful, unsuccessful , etc.
Comments - The comments section provides the details of what was communicated, this can be system generated or manually entered.
Contacted Designation - Describes the job position/title of the contact
Contact Status - Describes the type of log i.e. Shift Contact or Contact Member
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How to add a Contact log?
1. Go to Contact log. Select the user type as shown below.
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Select Reason of Contact from the drop-down.
Log type will get auto-populated. If you wish, you can change it.
Select Email template.
Select Contact method.
Put Comments, if required.
Put Notes, if required.
Click on Save & Exit.
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4. The recently created log will be visible in the grid as shown below.
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How to edit a Contact log?
The ability to edit a contact log is only available for the manager at the head office.
This is a security feature to ensure only an authorised person can edit/delete a past entry for compliance purposes.
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5. The update log will be visible in the grid.
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How to delete a Contact log?
The ability to Edit/Delete a contact log is only available for the manager at the head office.
This is a security feature to ensure only an authorised person can edit/delete a past entry for compliance purposes.
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Select the required log.
Click on Delete log.
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Masters Related
The ability to edit a contact log is only available for the manager at the head offic
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