Contact log entries can be added to any member or non-member through either the option in the Maintain Column for each person,
or the Contact Log database (navigating to the Contact Log from Member or Non-Member Options.
The options are the same, but when you use the icon in the Maintain Column, you don't need to add the member or non-member's name.
Click Add Contact Log Entry.
- Initial contact log date (required).
- Followup date. When you enter a date here, the system will create an open followup entry in the contact log. It is coded as “CL F/U” to indicate that it came from the Contact Log (versus a service request followup, which is coded as “SR F/U” to indicate that it came from the Service Request function.) If you leave it blank a followup entry is not created.
- Contact Type (required). Select an option from the drop-down list. All basic contact types should be available but let ClubExpress know if you need an additional type added.
- Contact Category (required), Used for reports.
- Subject (required) and Description.
- Status – either Open or Closed.
- Priority – Urgent, High, Medium or Low.
- Responsible Staffer. Use this option to track who is responsible for handling this issue or for following up with the member.
When you click save using the above example, two contact log entries are created, one for the initial log entry, which is flagged based on the Status; and another for the followup entry (flagged as “CL F/U” for “Contact Log Follow Up”) which is always Open.