Contact History

Scoping Questions

1. Is customer contact history required?
2. What contact types are tracked? (phone, email, in-store)
3. Can agents add notes to contact records?

How To Guide

How To Guide - CRM Launch POS

Configuration Example

Customer contact history is configured through the CRM module. Key settings include:

• Contact types - in-store interaction, phone call, email, complaint
• Recording - manual entry, automatic logging from communications
• Retention - history retention period
• Visibility - which contact records are visible to POS users

These settings are configured through the CRM application configuration rather than entity XML.