View Communications with Contact

To view all recent communications between you and your Personal Contacts:

• From the main menu, click Contacts and select the Personal Contacts tab.
• Click the Communications icon corresponding to the contact for whom you want to view any recent interactions.
• A new page displays the communication logs between you and the selected contact. The communications include the following information:
  • Voice Messages: Click to view the list of voice messages left to you by the contact.
  • Texts: Click to open the text exchange between you and the contact.
  • Faxes: Click to view the list of faxes sent to you by the contact.
  • Conversations: Click to view the list of recorded conversations with the contact.
  • Call History: Click to view the list of calls that you made to the contact or received from the contact.
  • CRM logo: An Insightly or Salesforce logo is displayed if the selected contact is linked with your CRM account. Click the logo to open the contact in your CRM.