The Link Type field displays a list of available record types that can be linked to the Contact Log record. There are many standard link type options, such as Persons, Companies, Meetings, or Employees.

Enter Record:

The record to link to the Contact Log. The service associated with this field is determined by the selected Link Type. For Persons, Companies, and Employees, the link information includes the record ID, contact name, phone number, and email address. For all other services, the link information shows the record name and record ID.

Add Button

The Add button is used to link the record selected in the Link field to the Contact Log record.

Delete Button

The Delete button is used to disassociate records from the Contact Log, and remove them from the Links list.

Next Contact Tab

Information regarding when the next contact is scheduled is stored on the Next Contact Tab of the Contact Log record.

Date/Time

The date for the next contact. A time can be entered after the date. If specified for new records, Aptify may automatically create an appointment or task in your Microsoft Outlook account (depending on how your administrator has configured the system).

Create Follow-Up

Selecting this button creates a follow-up Contact Log record.

Status

The status of the contact log record. Standard options are: Incomplete, In-Progress, On-Hold, Complete. By default, Status is set to Incomplete.

Priority

The priority of the required contact. Standard options are Low, Medium, and High. By default, Priority is set to Medium.

Parent

If the contact log record has a parent record, indicate the record in this field.

Assigned To

The Assigned To person is the person to whom the contact log is assigned. This field is for tracking purposes only and does not drive additional system functionality.

Forward

The person to whom the contact log should be forwarded to in case the assigned person is not applicable. This field is for tracking purposes only and does not drive additional system functionality.

Reason

Purpose for the follow-up contact.

Contact Log records help track contacts that the organization has had with individual customers or members. Aptify's Contact Log functionality integrates with Microsoft Outlook to enable seamless tracking and scheduling of follow-up appointments or tasks.

Date (Required)

The Date field contains the date and time the contact was made.

Description (Required)

This field contains a description of the contact encounter.

Type

The type of contact. Standard options are: Phone, Sent Mail, Email, Fax, Meeting, Planned Contact, Online Sales, In-Person Sales, Bulk email, and Voice mail.

Creator (read-only)

The name of the user who created the contact log record. This field is reserved for future use.

Category

The category of the contact.

Direction

Direction of contact. Standard options are Outbound and Inbound. By default, Direction is set to Outbound.

 Links Tab

The Links tab displays a list of records selected to link to the Contact Log.

 Once the Link Type is selected, for example Persons, then the next tabs opens up where the user needs to fill up the record (as you type the it displays a list of available records).

The Link Type field displays a list of available record types that can be linked to the Contact Log record. There are many standard link type options, such as Persons, Companies, Meetings, or Employees.

Enter Record:

The record

link to the Contact Log. The service associated with this field is determined by the selected Link Type. For Persons, Companies, and Employees, the link information includes the record ID, contact name, phone number, and email address. For all other services, the link information shows the record name and record ID, and Link Type.

Add Button

The Add button is used to link the record selected in the Link field to the Contact Log record.

Delete Button

Once the Link Type is selected, for example Persons, then the next tabs opens up where the user needs to select the categories and click add the Link type will be added in the list.