The Communication History screen provides a comprehensive and collated list of all interactions with the client, ensuring a clear and organised overview of communications.

Key Features of the Communication History Screen

• Date-Logged Entries: Each interaction is automatically time-stamped, making it easy to reference events in chronological order.
• Categorisation: Communications are grouped by type, providing a structured way to review and manage client interactions.
• Variety of Entry Types:
  • Notes: Summarise conversations with the client in simple, concise notes.
  • Emails: Record emails containing details about the company’s products and services.

Logging Tasks and Appointments

Beyond tracking communications, the system enables you to log tasks and appointments, enhancing client relationship management.

• Appointments: When scheduling an appointment, the system redirects you to the calendar, allowing you to select a specific date and time. This seamless integration ensures appointments are accurately recorded and synchronised.
• Tasks: Assign actionable items or reminders related to the client. Similar to appointments, tasks are marked on the calendar, helping you manage deliverables and deadlines effectively.

By utilising the Communication History screen, you gain a centralised platform to document and manage all client interactions, tasks, and appointments. This fosters stronger relationships and improved client engagement through a well-maintained and organised record.