What this page is for
One list of everything someone promised to come back to. Each guest, owner, tenant and company page has a Communication log: a timeline of emails, calls, WhatsApp and SMS notes, meetings and remarks. Entries with a follow-up date show here until they are done.
Who can use it
See the communication log (by default Admin, Operations, Sales, Finance and Viewer). Adding entries and marking them done needs Add to the communication log (all of those except Viewer).
How to log a call or note
- Open the guest, owner, tenant or company.
- Under Communication log, open Log a call, message, meeting or note.
- Choose the type and direction, write a summary and any details.
- To be reminded, set Follow up on and Who follows up, then select Save.
How to work through follow-ups
- Choose For: Me or Everyone, and Due and overdue, Coming up or Done.
- Select the name to open the record, then Mark done. Reopen brings it back.
Fields and columns
| Field | Meaning |
|---|---|
| Type | Call, Email, WhatsApp, SMS, Meeting or Note. |
| Direction | To them, From them, or Internal (a remark between staff). |
| Due | The follow-up date; red when it has passed. |
| Who follows up | The person reminded; you, unless you choose someone else. |
Statuses and automation
- Every email sent to a guest, owner or other record's email address is added to its timeline by itself, with its subject and text.
- On the day a follow-up is due, the person following up gets one notification listing their follow-ups.
- You can delete only entries you wrote yourself; logged emails stay.
Settings that change this page
Notification preferences decide whether the reminder arrives in the app, by email or both.
FAQs
Where do I see a guest's emails? On the guest's profile, in the Communication log.
Troubleshooting
| Problem | What to do |
|---|---|
| An email was not logged | The address must match the email on the guest, owner or other record exactly. |
| No reminder arrived | Check your notification preferences and that you are the person following up. |