How to log calls, emails, meetings, and other interactions against a contact.
A touchpoint is a record of an interaction with a contact — a phone call, an email, a meeting, a visit, or any other communication.
Adding a touchpoint
Open a contact’s profile and click Add touchpoint.
| Field | Notes |
|---|---|
| Type | The kind of interaction (e.g. Phone call, Email, Meeting). Types are configured in Relationships settings. |
| Direction | Inbound (they contacted you) or Outbound (you contacted them) |
| Date and time | When the interaction took place |
| Notes | Free-text summary of the interaction |
| Fundraising activity | Optionally link this touchpoint to a fundraising activity |
Click Save to record the touchpoint.
Viewing the touchpoint timeline
All touchpoints for a contact appear in chronological order on their profile page under the Touchpoints section.
Attaching documents to a touchpoint
Touchpoint types
Your administrator can create and manage custom touchpoint types — for example, “Site visit” or “Grant review call”. See Relationships settings.