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