Communication History

Within a Contact Profile you will find a section labeled Communication History. Here you can log incoming and outgoing communication with your constituents including email, phone calls and in person conversations. This allows you to have all of your communication with your constituents in one place.   (Note: currently all communication will need to be manually added into this area of the CRM). 

To add a new communication log, find the Communication History area and click Add. 

Fill in the information regarding your communication. The options for "Communication Type" are: In Person, Email, Phone Call, SMS Text, Fax, Mail. Be sure to click Save when you are done.