Contact Logs
Notes stored in clients' profiles separate from "client notes" that allow you to track any important communications and recent requests or complaints. You can also leave comments on contact logs, which allows you to track the progress of a request or complaint or note how any issues were resolved. Overall used to improve communication among teams. They allow you to view current situations, requests or questions on upcoming or past services, or complaints. Documenting calls and activities with customers ensures that your staff is always up to date with clients, simply by viewing their contact logs. They also help to remove blame and limit finger-pointing if a client has complaints about a recent situation with your staff.