How to log calls, emails and meetings

The Communications card keeps a record of your conversations: calls, emails, texts, social messages and meetings. You'll find it on every contact's page, every gig's page, and every client or venue page.

1. Log a conversation

1. Open the contact (People › Contacts & acts), the gig, or the client or venue (People › Clients & venues).
2. In the Communications card, click the log button:
   • On a contact: + Log a call, email or meeting
   • On a gig: + Log a conversation about this gig
   • On a client or venue: + Log a conversation with and its name
3. On a gig or company page, choose who it was with in With. On a gig, the people on that gig are listed first.
4. Pick How (Phone call, Email, Text, Message, In person or Other) and When.
5. Write a short Summary, like "Talked about a March date; she'll check with the board". Add Details if you like.
6. On a contact or company page, you can link it to a gig in Gig. Leave it on Not about a gig if it isn't. Entries logged from a gig page are linked to that gig.
7. Choose a Follow-up, then click Add to log.

See How to track follow-ups for the follow-up part.

2. Read the log

Entries are newest first. Click an entry to see all its details. On a gig or company page, each entry shows who it was with; click the name to open their log. A company's log covers everyone who works there.

Click Edit to change an entry, or Remove to delete it.

3. What shows up on its own

• Campaign emails, marked sent from GigTools.
• Emails you send or log from a contact's Email from template box, or from an email task.
• Booking inquiries. Click one to open the inquiry.
• Imported email history, if yours was brought in. These entries have an Open in Gmail link to the original thread.

Entries GigTools adds, and inquiries, can't be edited here.

Logging a phone call or in-person conversation with someone who got a campaign email in the last 60 days (or an entry that starts with "They replied") counts as their reply, and stops their follow-ups. Emails and texts you log don't count, since they're usually yours going out. See How unsubscribes, bounces and replies work.

A gig page also has an Emails & texts card listing every email and text GigTools sent about that gig, such as reminders to acts.

See also How to email a contact from their page.