Contact Log Tool

Learn more about the Contact Log tool, including instructions to add contact log information with the tool.

With the Contact Log tool, you can quickly add a contact log record for one or more people.

The Contact Log tool is optimized for mobile, so you can capture contacts as they happen.
When launched 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 autofills with the contact of the person launching the tool, but you can update the information in the field. Select from a list of people with at least one security role or the unassigned caller.

Note: The Contact Log tool uses the security access of the person who originally logged in. It does not take on the security access 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 in the contact record under the Contact Log tab and under Communications > Contact Log.
The contact log date defaults to the current date and time, even if you select a past or future date.
To use the Contact Log tool to update restricted or secured records, include them in a selection and launch the tool from that selection.

Note: The Contact Log tool will not autofill the search area with a secured record.

Contact Log tool example showing a search for a contact and the information you can add

Note: To use this tool, you must have access through your security role. 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 Contact Made By field as the unassigned caller for My Calls, make sure to set the appropriate user ID in the COMMON, MyCallsAssignableUserID configuration setting.