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Contact History
Posted: Tue Oct 01, 2013 11:58 am
by lhaslem
Is there a way to manual add contact? For instance, I would like to enter a date that I called a member and have it show up in the Contact History.
Re: Contact History
Posted: Tue Oct 01, 2013 2:47 pm
by NeilZ
lhaslem wrote:Is there a way to manual add contact? For instance, I would like to enter a date that I called a member and have it show up in the Contact History.
The
Contact History is maintained on the Family Mailing List record, all you need to do is click the
Contact History button on the Family Mailing list record and enter the notes, date/time, etc.
Re: Contact History
Posted: Thu Feb 27, 2014 10:18 am
by lmconn
Has this changed? I don't see anywhere to add new notes or remove any contact history data.
Re: Contact History
Posted: Thu Feb 27, 2014 2:24 pm
by NeilZ
lmconn wrote:Has this changed? I don't see anywhere to add new notes or remove any contact history data.
My bad ... you can maintain personal contacts in the VISITATIONS tab of the Family Mailing List. That can cover everything from personal visits, phone calls, etc.
The
Contact History button will reflect any mass emails, use of automated phone calls, creation of mailing list files/labels, etc that is done programmatically.
Sorry for the confusion ...
