• The Contact Log tracks different types of contact with people, like visits made, calls placed, mail sent. This is helpful for follow-up, historical records, and information sharing between ministries.
• There are several options for logging contact:
  • Use the Contact Log Tool on desktop or mobile.
  • >Go to Communications > Contact Log, and add a new record.
  • Open the relevant Contact record, click the Contact Log tab, and add a new record.
• You can leverage the Contact Log with the My Calls Portal page.

The Contact Log and My Calls

Contact Log records marked as part of a Planned Contact can be assigned and updated via the My Calls page of the Portal. Here is an example of what that might look like:

1. A Contact Log record is created by the Contact Log Tool. (For example, record "A" with Successful set to null.)
2. A person picks up the call on the My Calls page. (A is updated.)
3. A person successfully completes the call. (A is updated with Successful set to Yes.)
4. If there is another call in the Planned Contact, then a new Contact Log record is created automatically upon completion of Step 3. (For example, record "B".)
5. A person picks up the call on the My Calls page. (B is updated.)
6. A person is not able to complete the call and provides a follow-up date (Record B is updated with Successful set to No). A new Contact Log record is created for the callback date provided. (For example, record "C".)