How to Use the Contact Log to Track Interactions

Document every meaningful interaction with constituents to build comprehensive relationship histories.

What is the Contact Log?

The Contact Log records interactions between your organization and a constituent:

• Phone calls
• In-person meetings
• Emails (manual logging)
• Letters sent or received
• Site visits
• Event conversations

Accessing the Contact Log

1. Open the constituent record
2. Click Contact Log in the workspace navigation

Adding a Contact Log Entry

1. Click Add New
2. Enter contact details:
   • Contact Date: When the interaction occurred
   • Contact Type: Phone, email, meeting, etc.
   • Contact Method: Inbound or outbound
   • Team Member: Who from your organization
   • Subject: Brief description
   • Notes: Detailed summary of the conversation
3. Set any follow-up needed
4. Save

Best Practices

• Log promptly: Record interactions immediately while details are fresh
• Be specific: Include key points discussed and any commitments made
• Note sentiment: Was the constituent happy, frustrated, interested?
• Track follow-ups: Document what was promised and by when

Using Contact History

Before reaching out to a constituent, review their contact log to:

• See recent interactions
• Understand the relationship history
• Avoid repeating recent asks
• Reference past conversations