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The Contact Log allows you to log contacts with people (for example, visit made, call placed, mail sent). This is helpful for follow-up, historical records, and information sharing among ministries.
There are several options for making a Contact Log:
Emails sent from MinistryPlatform are logged in the Message Log. The video above assumes a Process is active for the Contact Log page (like the default Future Contact Log Entry Process).
The Contact Log & My Calls
Contact Log records marked as part of a Planned Contact can be assigned and updated via the My Calls page of the Portal. Here is an example of what that might look like:
A Contact Log record is created by the Contact Log Tool. (for example, record "A", success = null)
A person picks up the call on the My Calls page. (A is updated)
A person successfully completes the call. (A is updated, successful = true)
If there is another call in the Planned Contact, then a new Contact Log record is created automatically upon completion of Step 3. (for example, record "B")
A person picks up the call on the My Calls page. (B is updated)
A person is not able to complete the call and provides a follow-up date. Record B is updated, successful = false, and a new Contact Log record is created for the callback date provided. (for example, record "C")
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