Contact Log
Description
The Contact Log tab records all interactions and communications with the individual. This tab helps in maintaining a history of contacts, notes, and any relevant details about the interactions with the person. Activities recorded here can originate from staff members or from automated systems.
Fields
| Field Name | Description | Field Type |
|---|---|---|
| Date | The date when the contact was made | Date |
| Type | The type of contact (e.g., Phone, Email, Meeting) | Text |
| Category | The category of the contact | Text |
| Direction | The direction of the contact (Inbound/Outbound) | Text |
| Status | The current status of the contact | Text |
| Priority | The priority level of the contact | Text |
| Subject | The subject or summary of the contact | Text |
| Details | Detailed notes or comments about the contact | Text |
| Assigned To | The staff member assigned to the contact | Text |
| Follow-up Date | The date for any required follow-up | Date |
| Follow-up Action | The action to be taken for follow-up | Text |