Add Contact to Contact Log

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Argenta allows you to log all your contact with any different constituent type straight to the constituent details or card. To log contact to a constituent you go into the constituent that you wish to log the contact details for.  You may do this by going into the Constituents (CRM) and the specific constituent type or by selecting Constituents (All) and using the search field, find and select the specific individual you are wishing to log contact for.
 
 
 
 
Once you have your individual selected you can scroll to the bottom of the screen and find the Contact Log section or if in a constituent card you will select the Contact Log tab from the tabs across the top.
 
 
 
 
Or...
 
 
 
 
 Once you have located the Contact Log section you will select "Add New" to log the details of your contact.
 
 
 
 
This will open the Add Contact Log Items screen.
 
 
 
 
You need to enter a date for the contact in the Date of Contact field.  You can manually enter a date or use the date selector.  This is a required field.
 
 
You need to select a member of your team who made the contact in the With Team Member field.  This field will default to the team member who is signed in.  You can change it by using the "Lookup" button and searching and selecting the correct team member for the contact.  The team members name will be displayed below this field.  This is a required field.
 
 
You can mark the contact as an engagement and add both of these items in just one step by using the Mark Contact As An Engagement field.  This is not a required field.
 
 
Lastly, is the free-form text box.  This is where you will enter the details/description about the contact you made.  This is an unlimited field.
 
 
Once all the details about your contact have been enter you will select the "Add This Contact Log Item" button to add the contact to the constituent and return to the constituent details/card screen.