Knowledge Base Article

How To Use The Contact Log & Follow-Up Features

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What Are the Contact Log and Follow-Up Tools?

The Contact Log and Follow-Up system tracks your communication with constituents. Every phone call, meeting, email, and note can be recorded. Follow-ups let you schedule future tasks and set reminders so nothing falls through the cracks.

Both tools appear throughout Argenta, in every constituent workspace and affiliated record (donors, volunteers, customers, staff members, etc.).

Using the Contact Log

What Gets Logged Automatically

System-generated emails (task notifications, signup confirmations, etc.) are automatically added to a constituent's Contact Log. You do not need to do anything for those.

Adding a Manual Entry

When you call a donor, meet with a volunteer, or have any interaction worth recording:

  1. Open the constituent's workspace (or any affiliated workspace like their donor or staff member record).
  2. Click the Contact Log tab.
  3. Click Add New.
  4. Enter the date, time, and type of contact.
  5. Write a summary of the interaction.
  6. Save.

Viewing Your Contact Log

To see all the entries you have created across every constituent:

  1. Go to Communication > My Contact Log from the main menu.
  2. Sort, search by name, or filter by contact type and date range.

Each entry shows the constituent's name (linked to their record), the date and time, and the contact type. You can edit or delete entries from this view.

Note: My Contact Log shows only your entries. You will not see entries created by other team members.

Using Follow-Ups

Adding a Follow-Up

  1. Open the constituent's workspace and click the Follow-Up tab.
  2. Click Add New.
  3. Your name will auto-populate as the team member.
  4. Enter a reason for the follow-up (e.g., "Check in about pledge commitment").
  5. If the follow-up is already completed, enter an outcome.
  6. Set the date and time for when the follow-up should happen.
  7. To get a reminder, set a notification date and time. Argenta will email you automatically.
  8. You can also enter another person's email if they should receive the reminder instead.
  9. Click Save.

Viewing Follow-Ups

To see all your follow-ups across the system, go to Communication > My Follow-Up from the main menu. This shows your upcoming, overdue, and completed follow-ups in one place.

Tips

  • Log interactions right away. The longer you wait, the less you will remember.
  • Use follow-up reminders for anything time-sensitive. Argenta sends the reminder by email, so you will not forget.
  • Be specific in your notes. "Called about event" is less useful than "Called to confirm catering headcount for March gala. She said 120 confirmed."
  • Both tools are available everywhere a constituent appears: donor records, volunteer records, staff records, customer records, and more.