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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is a contact log?
Contact logs are notes stored in clients' profiles. They allow you to track preferences, accomplishments, complaints, and anything else that you would like to remember about each client. You can also leave comments on contact logs, which allows you to track a client's progress or note how any issues were resolved.
What is a communication log?
Communication log records are used to keep track of email messages, phone calls, and other forms of communication. Unlike audit trail entries, you can add fields to the communication log object definition and modify its pages and views.
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