How to Manage Client Communications
Client Communications let you log and track all interactions with your clients — emails, phone calls, meetings, and notes — in one centralized location.
Accessing Communications
Navigate to Communications in the sidebar. You'll see a chronological list of all logged communications.
Logging a Communication
Click "New Communication" and fill in:
- Type — Email, Phone Call, Meeting, Note, or Other.
- Subject — Brief summary of the interaction.
- Client (optional) — Which client this relates to.
- Project (optional) — Associated project.
- Date — When the interaction occurred.
- Content — Detailed notes about the conversation or interaction.
- Direction — Inbound or Outbound.
Filtering Communications
Search by client, type, or date range to find specific interactions. Filter by communication type to see all emails, calls, or meetings.
Benefits
- Complete history of all client interactions.
- Team members can see previous conversations before reaching out.
- Audit trail for important discussions and decisions.
💡 Tip:
Log communications immediately after they happen. This ensures nothing is forgotten and the entire team stays informed about client interactions.