Communication History

Within a Contact Profile, you will find a section labeled Communication Notes. Here, you can log incoming and outgoing communication with your constituents, including email, phone calls, and in-person conversations. (Note: Currently, all communication will need to be manually added into this area of the Flipcause Activity Tracker).

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

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

You're all set! If you have any questions, don't hesitate to contact your Success Team!