What is in a communication record

What is in a communication record

Communication records allow you to track many different kinds of interactions you've had with contacts in your database. For example, a phone call or a meeting, sending them a newsletter or a tax receipt, and even tracking event attendance.

Communications is included in every Sumac license.

The list below shows all the available fields in a Sumac communication record, what that field allows, and any customization options:
  1. Contact - Mandatory; links the contact with whom you had the communication
  2. Contact A - Renameable and Hideable; allows you to link a second contact to the communication record
  3. Contact B - Renameable and Hideable; allows you to link a third contact to the communication record
  4. Communication Type - Mandatory; not Renameable or Hideable; you can customize the values within this drop-down menu
  5. Event - Renameable and Hideable; links to an Event in your database
  6. Campaign - Renameable and Hideable; links to a Campaign in your database
  7. Source - Renameable and Hideable; you can customize the values within this drop-down menu
  8. Date - Mandatory; not Renameable or Hideable; holds a date
  9. Notes - Not Renameable or Hideable; a long text field
  10. URL/File - Renameable and Hideable; allows you to link a filepath for a file that is saved on your personal computer, server, or online shared drive to this communication record
  11. Sensitive -Renameable and  Hideable; allows you to make a specific communication record "sensitive" so that only users who are allowed to see sensitive data are allowed to see this communication record