You can view and manage previous interactions with a contact by selecting them from the Contact Directory or the Information view of the current voice, chat, email, or work item conversation. Contact history is a way to maintain track of all of your communications with a customer, which will be quite useful in solidifying your relationship with them. So, whether you've gotten an email, made or received a phone call, or even received a letter, this is where you should record it because it gives you a complete history of communications and makes it visible to all users.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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