To access a client’s contact history, click the Search 
button on the Top Nav Bar, enter a client’s info in the search box, click their name to access their client profile, then click Contact History in the side menu.
On a client’s Contact History page, you can:
View the history of all the interactions the client has had with your business.
Manually add entries to the contact history log to record online or offline interactions, such as conversations that happened in person or over the phone.
Resend an email or SMS message to a client.
Key tips before you begin
To view your business’s complete contact history with all clients, use the Contact History Report or marketing reports.
The Manage contact logs staff role permission is required to view the content of a client’s notifications.
Add a contact log entry
To manually add a contact log entry, follow these steps:
On the top left of a client’s Contact History page, click Add Contact Log, then enter the contact log info:
Under Date/Time, select the date and time of the interaction with the client.
Under Contact Method, select the contact method used to contact the client.
Under Contact Type, select the applicable contact type from the list, or click the Add Contact Type
button to create a new contact type.Under Staff, select the applicable staff member who interacted with the client.
Under Description, enter a description of the interaction, if necessary.
To create a follow-up task for the interaction, select the Create Follow-up Task checkbox and complete the following:
Under Due Date, select the date and time this follow-up task should be completed.
Under Assign To, select the staff member who must follow up with the client.
Under Client, the client is automatically selected.
Under Task Title, enter a title for the follow-up task.
Under Description, enter a description of the interaction, if necessary.
Click Add. The contact log entry is added to the client’s Contact Log History. If you have created a follow-up task, you can view the task in the assigned staff member’s task manager.
Resend a notification
Note: When you resend an email from a client’s Contact History page, the email is resent exactly how it was sent originally, including the original email address. If you need to resend a welcome email to an updated email address, this should be done from the client’s Overview page by clicking Overview in the side menu of their client profile, then clicking the Action button 
in their Client Info panel and selecting Resend welcome email.
To resend a notification to a client, follow these steps:
On a client’s Contact History page, use the date selector or add filters to find the notification you want to resend.
Click the Action button
for the notification you want to resend.Click Resend.
In the confirmation popup, click Resend.
Headings in the Contact History page
Heading | Description |
Date | The date the notification was sent, or the client was contacted. |
User | The staff member who sent the notification or contacted the client.
|
Contact Method | The method used to contact the client. This may be Email, In Person, Mail, Phone, Push, or SMS. |
Type | The name of the notification sent to the client. |
Contact Type | The type of notification sent to the client. Notification types include:
|
Status | The status of the notification. The possible email statuses are:
The possible SMS statuses are:
The possible Push statuses are:
|
Channel | The direction in which the contact between your business and the client occurred. The possible options include:
|
Action | Click the Action button |
in this column and select either View to view a notification that was sent to the client or Resend to resend the notification.
Advanced filters on the Contact History page
Filter | Description |
Contact Method | Determines what interactions are included in the contact log based on the method of contact. |
Notification Type | Determines which contact logs to include in the report based on which notification type was used to contact the client. |
Mail Status | Determines which email messages are included in the contact log based on their status. |
SMS Status | Determines which SMS messages are included in the contact log based on their status. |
Push Status | Determines which push messages are included in the contact log based on their status. |
Contact Type | Determines which contact logs to include in the report based on which type of notification was issued. Only one selection can be made at a time. |
SMS Channel | Determines whether outbound or inbound SMS messages are included in the contact log. |