The Communication Tab in the Contact Profile allows you to track the events and activities related to a Client.

Track Client Communication

The Communication Log allows you to track your communication with a client, from emails to appointments. The following elements are can be logged and reported on from the Communication Log:

Communication Log1

Track Action Items

All tasks (To Dos) related to a Contact will also be listed in that Contact’s Communication log, along with past communication. You can create, assign, update or complete a To Do directly from the Communication Log.

See more on Managing To Dos

Please note:

  • Outgoing Emails (sent within the OS) will be tracked
  • Outgoing Emails (sent outside of the OS) will only be tracked if the Email Logger is used
  • Incoming Emails will not be tracked, but reply threads are recorded
  • Outgoing Emails will also be accessible in your Google ‘Sent’ Mailbox
  • Standard users will be able to see their To Dos, or those To Dos that are assigned to them. Admins can view all activity.