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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.

Contact Logs Record

Top Panel

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.

Attachments Tab

This tab lists any files relevant to the Contact Logs record.

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

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.

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Auitabspage
titleWeb Interface

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.

Links Tab

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.

 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).


Auitabspage
titleDesktop Version

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.

Contact Log Record - Links Tab

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.

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.


Next Contact Tab

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

Next Contact

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.

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.