• The Contact Log tracks different types of contact with people, like visits made, calls placed, mail sent. This helps follow-up, historical records, and information sharing between ministries.
• There are several options to log 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

You can assign and update Contact Log records marked as part of a Planned Contact using the My Calls page of the Portal. Here is an example of what that might look like:

1. The Contact Log Tool creates a Contact Log record. (For example, record "A" with Successful set to null.)
2. A person picks up the call on the My Calls page. ("A" updates.)
3. A person successfully completes the call. ("A" updates with Successful set to Yes.)
4. If there is another call in the Planned Contact, then a new Contact Log record creates automatically when Step 3 completes. (For example, record "B".)
5. A person picks up the call on the My Calls page. ("B" updates.)
6. A person can't complete the call and provides a follow-up date ("B" updates with Successful set to No). A new Contact Log record creates for the callback date provided. (For example, record "C".)