Contact Log Tool

With the Contact Log Tool, you can quickly add a Contact Log record for one or multiple individuals.

The Contact Log Tool is optimized for mobile, so you can capture contacts as they happen.
When you launch the tool from a selection of records, the Contact Log Tool adds the same Contact Log entry to each selected Contact record. When you launch the tool from an open record, you can enter a Contact Log entry for that Contact.
No matter how you launch the tool, you can also search for the appropriate Contact. Available search results display and update as you type.
The Contact Made By field auto-populates with the Contact of the individual launching the tool, but you can change the information in the field. You can select from a list of individuals with at least one Security Role or the Unassigned Caller.
Note: The Contact Log Tool uses the security context of the original logged in user. It does not take on the security context of impersonated users.
After saving, you can apply the Contact Log details you entered to another Contact.
Information logged through the Contact Log Tool is stored on the Contact Log sub-page of the applicable Contact record(s) and in Communications > Contact Log.
The current time you make the Contact Log adds the Contact Log Date - even if you've selected a past or future date.
You can use the Contact Log Tool to update restricted or secured records by including them in a selection and launching the tool from that selection.
Note: The Contact Log Tool will not populate the search area with a secured record.

Contact Log Tool example showing a search for an Individual and the information you can add

Note: SPoCs can grant user access to this tool.

Add Contact Log Information

Define the necessary Planned Contacts under Communications > Planned Contacts.
If you need to set the Made By field as the Unassigned Caller for My Calls, make sure the appropriate User ID is set in the COMMON, MyCallsAssignableUserID Configuration Setting.