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 CRM). 

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 Type" are: In-Person, Email, Phone Call, SMS Text, Fax, Mail. Be sure to click Save when you are done.