Call History

Overview

Call History displays all past communications (calls, emails, meetings, SMS, etc.) with partners. This is your central log for tracking all outreach and interactions.

What You'll See

• Partner name
• Communication type (phone, email, SMS, meeting, video, letter)
• Direction (inbound/outbound)
• Date and duration
• Subject and summary
• Call outcome and disposition
• Follow-up required status

Logging a Call

1. Click Add Call or Log Communication
2. Select partner
3. Choose type (phone_call, email, sms, meeting, video_call, letter, other)
4. Set direction (inbound/outbound)
5. Enter date and duration
6. Select outcome (completed, no_answer, voicemail, busy, etc.)
7. Choose disposition (successful_contact, left_message, follow_up_needed, etc.)
8. Add subject, summary, and details
9. Mark follow-up required if needed
10. Save

Call Outcomes

• Completed: Successful conversation
• No Answer: Didn't pick up
• Voicemail: Left message
• Busy: Line busy
• Wrong Number: Incorrect contact
• Callback Requested: Asked to call back
• Declined: Refused call
• Other: Other outcome

Call Dispositions

• Successful Contact: Reached and spoke with partner
• Left Message: Voicemail or message left
• Follow-up Needed: Requires another call
• Information Provided: Gave partner info
• Complaint Resolved: Handled issue
• Appointment Scheduled: Set meeting
• Donation Discussed: Talked about giving
• Prayer Request: Partner requested prayer
• No Contact: Couldn't reach
• Other: Other disposition

Search and Filter

• Search by partner name
• Filter by type
• Filter by date range
• Filter by outcome
• Filter by follow-up required

Best Practices

• Log Immediately: Record calls right after finishing
• Be Detailed: Include key points discussed
• Note Next Steps: Document follow-up actions
• Mark Follow-Up: Flag if another call needed
• Link to Campaign: Associate with campaigns when relevant

Related Pages

• Scheduled Calls - Plan future calls
• Call Reports - Analyze call effectiveness