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:
Date & Time - Of when the log entry was created.
By - Who the log was created by
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 Outcome,
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
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
The are several locations within the system to take you to the contact log including but not limited to:
Contact Log
Member Contact Card
Personnel Card
Finance
Client Details
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