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Managing and Viewing Contact History

How to manage and view contacts

Overview

Managing and viewing the history of a contact is crucial for making informed decisions based on past interactions. This feature allows users to access a comprehensive log of contact activity, ensuring a seamless experience when handling customer or client data.

Feature Benefits

  • Enables users to track past interactions with contacts.

  • Provides historical insights for better decision-making.

  • Reduces redundancy by maintaining a centralized contact activity log.

How to Use the Contact History Feature

  1. Access the Contact Management Section

    • Navigate to the "Contacts" module.

    • Select the contact whose history you want to view.

      Screenshot 2025-01-29 at 14.55.27

  2. View Activity History

    • A chronological log of all interactions (comments, updates, changes) will be displayed.

      Screenshot 2025-01-29 at 14.56.13

  3. Filter and Search

    • Use the search and filter options to find specific interactions.

      Screenshot 2025-01-29 at 14.56.52

  4. Take Action Based on Insights

    • Users can leverage historical data to make informed decisions and improve engagement strategies.

Screenshot 2025-01-29 at 14.54.00

Conclusion

This feature enhances user experience by providing a structured and accessible history of contact interactions. Users can now seamlessly manage contacts, track past engagements, and make data-driven decisions efficiently.

For further support, please reach out to our technical team or refer to the API documentation.