Contact History

[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.

[NeilZ]

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.

[lmconn]

Has this changed? I don't see anywhere to add new notes or remove any contact history data.

[NeilZ]

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 ...