The Contact History Report is a client report that displays your business’s complete contact history , including email interactions, for the date range selected. To view only your business’s email interactions with your clients, see Email History Report. To view an individual client’s contact history through their client profile, see Client’s contact history.This article describes how to view the Contact History Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.
In this article:
To view the Contact History Report:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Reports. You can filter the list by entering Reports into the Search field.
- On the Reports menu, click Clients.
- On the Clients menu, click Contact History. The Contact History Report is displayed.
Headings in the Contact History Report
|Client||The name, email, and profile image of the client or staff member contacted is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.|
|Date||The date and time the client was contacted.|
|User||The client or staff member who made the contact.|
|Contact Method||The method of contact. The possible methods are: Email, In Person, Mail, Phone, Push, and SMS.|
|Category||The name of the notification.|
|Contact Type||The type of notification sent to the customer. The possible notification types are Client Notification, Staff Notification, Automated Marketing, Message Center, and Admin Business. If the contact was added manually, a custom contact type can be added.|
|Status||The status of the contact method. The possible email statuses are:|
NoteThe email status shown reflects the most recent update provided by Amazon Simple Notification Service (SNS). This means that emails may sometimes go through multiple statuses, but only the most recent status will be shown.
For example, an email may initially have a status of Bounced, but later the status is changed to Opened. In this case, the reason the email bounced will appear when you hover over the Opened status.
NoteAn email status may not update if the recipient is using ad-blocker plug-ins or a secure email agent. For example, an email may have a status of Unopened even if the recipient has opened the email.
The possible SMS statuses are:
|Channel||The direction in which the notification was sent. The possible channels are:|
|Action||Click the Action button to Resend the message to the client or Show the body of the message. Manually added contact logs can’t be resent.|
Advanced filters in the Contact History Report
|Contact Method||Use this filter to determine which contact logs to include in the report based on the contact method used to contact the client.|
|Mail Type||Use this filter to determine which contact logs to include in the report based on which type of notification was issued. Only one selection can be made at a time.|
|Contact Type||Use this filter to determine which contact logs to include in the report based on which contact type was used to contact the client.|
|Mail Status||Use this filter to determine which contact logs to include in the report based on the status of the notification.|
|Push Status||Use this filter to determine which contact logs to include in the report based on the status of the push notification.|