The Contact Log in the Constituents file will show the history of communications associated with each constituent. Contacts can also be scheduled into the future, so you can do a Find for Contacts that need attention in the coming weeks.

Creating A New Contact Record

1. Navigate to the Contact Log screen in the Constituents file.
2. Click the +New button.
3. A new blank action line will appear at the top of the Contact Log.
4. You can edit the date and time; enter the type of contact, the person to whom the contact is assigned, whether open (still to do) or closed (accomplished), and a note.

5. To view a list of all the actions associated with a particular constituent, click the List icon below the New button.
6. To delete an action, click the Trash icon beside the action item.

Globally Adding a Contact Log Entry to a Found Set of Constituents

1. Using FileMaker’s Find mode find the group of constituents to whom you wish to add the same Contact Log entry.
2. Navigate to the Central Navigation screen by clicking on the house icon to the left of the name GENERATIONS at the top of the screen.

3. On the Central Navigation screen, click the Utilities button.

4. Click the Global Adds tab and select Globally Add an Action.

This will navigate you to the gnCONTACTLOG file.

5. Click the Reset Form button at the bottom of the screen. This will clear the Globally Add a Log Entry window of any old information.
6. Enter the New Log Entry information.
7. Click the Globally Add This Action button.

8. A dialogue box will appear asking you to confirm whether or not you wish to add the Contact Log action to all records in the found set.

9. Click OK to add the Contact Log entry to the found set of constituents.
10. Click Continue when done.