For background on what touchpoints are and how they relate to payments and fundraising activities, see Touchpoints, payments and fundraising activities.
Log a touchpoint
- Open the contact’s profile.
- Click Add touchpoint.
- Fill in:
- Type — Phone call, Email, Meeting, etc. (your administrator manages the available types)
- Direction — Inbound (they contacted you) or Outbound (you contacted them)
- Date and time — when the interaction took place
- Notes — free-text summary
- Fundraising activity (optional) — link this touchpoint to a campaign
- Associated event (optional, when available) — select the Events record so the interaction appears in its engagement view
- Click Save.
For the full list of fields, see Touchpoint fields.
View the timeline
The contact activity timeline shows newest items first. Filter to touchpoints, gifts, tasks or consent, or show all activity. Touchpoint filters can include or exclude selected interaction types; there is no separate oldest-first sort control.
Attach a document
Use the Attachments panel in the add-touchpoint form to select files before saving. Files upload after the touchpoint is created. If an upload fails, use Retry uploads in the form; the touchpoint may already have been saved, so do not create a second one. You can also manage files by editing an existing touchpoint.
Customise the available touchpoint types
Touchpoint types are configured per workspace. See Relationships settings.