The Contact History and Email History are tools to help keep track of your correspondence with your clients.
The main difference between the two are as follows:
- Contact History displays all interactions with clients, including email interactions
- Email History displays all email interactions with clients.
|Contact History||Email History|
|Logging Contact||Staff member must manually log each contact occurrence. This excludes emails which are automatically logged by WellnessLiving||Emails are automatically logged by WellnessLiving when an email is sent or received|
|Contact Methods Supported||Email|
|Contact Details||Can add contact type (for instance, topic of discussion) and description for each contact log||Displays title and body of email as sent or received|
|Follow-up Task||Supports adding follow-up tasks to each Contact Log||Does not support follow-up tasks|