Mail & Contact Log Screen View

Use this screen to view the contact history for the selected contact. The log is updated when a letter or mailing label is printed, an email is sent, or the contact is included in a list exported to Excel. You may also edit this field to add your own entries.

Mail & Contact Log Screen View
detail image of the Mail & Contact Log section of the Contacts screen

TIP: To make sure your mailings are included in the Mail & Contact Log, be sure to click Yes on the Add Entry to Mail & Contact Log screen which appears after you print a letter, label, or envelope, send an email, or export a list of contacts to Excel. If you do not click Yes to add the entry to the log, this screen will not be updated.

To add your own entry:

  1. Click on the Mail & Contact Log button on the Sidebar.
  2. Click on the New Mail Log Entry button under Actions, or click the plus sign button on the top right of the log.
  3. Enter your initials in the Initials field. Initials are required to post an entry.
  4. Select an type of entry from the list by clicking on the radio button on the left.
  5. If you chose <Enter your own notes>, your cursor will be placed in the field where you can enter your own entry type or notes.
  6. Click Save at the top of the screen.

If you want to view the mailing log for all of your contacts, click the View Entire Mailing Log button under Actions. Here you can delete entries according to date, with the Mass Delete button or delete them one at a time.

To mass delete entries:

  1. Click the Mass Delete button. Enter a date in the Delete all Mail & Contact Log entries older than field.
  2. Click OK.
  3. Click Yes.

To delete an individual entry:

  1. Highlight the entry by clicking on it.
  2. Click Delete.
  3. Click Yes.

You may also print the entire log by clicking the Print button at the bottom of the screen. Click Exit to return to the Mail & Contact Log Screen View.

The bottom of this screen also gives you a field for Follow-Up Date and Type. If you want to schedule a time to contact this person again, enter that in the Follow-Up Date field. Enter the method of your follow up in the Type field. Contacts with a follow-up date and type will appear on the To Do List at the top right of the Contact screen.

Update History - Every time you add or edit a contact, an entry is automatically entered into the Update History log located at the bottom right corner of the Contacts screen. The window records the user name of the individual who modified the record and the date it was modified. The Updated by field is filled with the user name when PastPerfect Security is activated.