For background on what touchpoints are and how they relate to payments and fundraising activities, see Touchpoints, payments and fundraising activities.

Log a touchpoint

1. Open the contact’s profile.
2. Click Add touchpoint.
3. 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
4. Click Save.

For the full list of fields, see Touchpoint fields.

View the timeline

All touchpoints for a contact appear in chronological order under the Touchpoints section of their profile.

Attach a document

Customise the available touchpoint types

Touchpoint types are configured per workspace. See Relationships settings.