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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.
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Top Panel
Date (Required)
The The Date field 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 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.
Attachments Tab
The Attachments tab This tab lists any files relevant to the Contact Logs record.
Details Tab
The Details tab This tab lists any detailed comments regarding the contact log.
Follow Ups Tab
This tab lists any follow-up Contact Log records that are linked to the contact log.
Links Tab
The Links tab This tab displays a list of records selected to link to the Contact Log. The Link Tab behavior is different from the Web and Desktop interfaces. Select the appropriate tab below for your interface.
Link Type
The Link Type field
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Add Button
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Delete Button
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Next Contact Tab
Information regarding when the next contact is scheduled is stored on the the Next Contact Tab of 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 is set to to Incomplete.
Priority
The priority of the required contact. Standard options are are Low, Medium, and and High. By default, Priority is is set to 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.
Topic Codes Tab
This tab lists the topic codes selected for the contact log. The list can be viewed sorted by category or by topic code name.
Browse By Category Sub Tab
This tab lists the topic codes selected for the contact log, sorted by category.
All Selected Topics Sub Tab
This tab lists the topic codes selected for the contact log, sorted by topic code name.