Which should you use?

While notes may be used to track communications with accounts, they aren't the most efficient way to record chronological information. Notes “live” on a single account and are stand-alone, so they are great for tracking summarized information. Use notes when you want to describe your fundraising strategy for this account, add the status of the current relationship with the account, or even write a bio for your account.

On the other hand, communication logs are a two-way street that span time; a phone call today may be related to an email sent a month ago that was a follow up to a face-to-face meeting. Unlike Notes, Communication Logs may be “linked” to aid everyone in following the thread of the conversation. You can mention multiple individuals, organizations, and events in your communication log, and as a result, the communication log will be attached to all those accounts.

Become a Communication Log pro by watching these videos.

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