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:
- Contact - Mandatory; links the contact with whom you had the communication
- Contact A - Renameable and Hideable; allows you to link a second contact to the communication record
- Contact B - Renameable and Hideable; allows you to link a third contact to the communication record
- Communication Type - Mandatory; not Renameable or Hideable; you can customize the values within this drop-down menu
- Event - Renameable and Hideable; links to an Event in your database
- Campaign - Renameable and Hideable; links to a Campaign in your database
- Source - Renameable and Hideable; you can customize the values within this drop-down menu
- Date - Mandatory; not Renameable or Hideable; holds a date
- Notes - Not Renameable or Hideable; a long text field
- 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
- 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
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.