Document every meaningful interaction with constituents to build comprehensive relationship histories.
What is the Contact Log?
The Contact Log records interactions between your organization and a constituent:
- Phone calls
- In-person meetings
- Emails (manual logging)
- Letters sent or received
- Site visits
- Event conversations
Accessing the Contact Log
- Open the constituent record
- Click Contact Log in the workspace navigation
Adding a Contact Log Entry
- Click Add New
- Enter contact details:
- Contact Date: When the interaction occurred
- Contact Type: Phone, email, meeting, etc.
- Contact Method: Inbound or outbound
- Team Member: Who from your organization
- Subject: Brief description
- Notes: Detailed summary of the conversation
- Set any follow-up needed
- Save
Best Practices
- Log promptly: Record interactions immediately while details are fresh
- Be specific: Include key points discussed and any commitments made
- Note sentiment: Was the constituent happy, frustrated, interested?
- Track follow-ups: Document what was promised and by when
Using Contact History
Before reaching out to a constituent, review their contact log to:
- See recent interactions
- Understand the relationship history
- Avoid repeating recent asks
- Reference past conversations