Client Communication History
Every email, meeting note, and interaction with a client is tracked in Launchpad. This complete communication history means you always know what was said, when, and by whom — invaluable for providing great customer service and maintaining strong relationships.
Why communication history matters
Never miss context — know what was discussed before your next call
Team continuity — colleagues can pick up where you left off
Track follow-ups — see what was promised and when
Resolve disputes — have a record of what was agreed
Measure engagement — identify clients who need attention
Viewing a client's communication history
From the client record
Go to CRM from the main menu
Select Clients and find the client
Open the client record
Click the Activity tab
You'll see a timeline of all interactions, with the most recent at the top.
What's included in the timeline
Emails sent — messages you sent to the client
Emails received — replies and incoming messages
Meetings — scheduled meetings and their notes
Phone calls — logged calls with notes
Notes — internal notes you've added
Status changes — when the client status was updated
Bookings — reservations and booking activity
Each entry shows:
Date and time
Type of interaction
Who was involved
Summary or subject line
Viewing communication details
Click any item in the timeline to see the full details:
Emails
Full email content
Any attachments
Reply and forward options
Linked to the contact who sent/received
Meeting notes
Meeting date and attendees
Full notes recorded
Follow-up tasks created
Related documents
Phone call logs
Call date and duration
Notes taken during the call
Who made or received the call
Accessing all communications
To see communications across all clients:
Go to CRM
Select Communications from the hub menu
View all email threads and messages
Use filters to find specific communications
Filtering communications
Filter the communications list by:
Date range — last week, last month, custom dates
Type — emails, meetings, calls
Direction — sent or received
Status — unread, replied, needs follow-up
Client — specific client or contact
Team member — messages from specific colleagues
Email integration
Launchpad can automatically log emails from your connected email account:
Connecting your email
Go to Settings
Select Integrations
Click Email Integration
Connect your email provider (Gmail, Outlook, etc.)
Choose sync preferences
Automatic logging
Once connected:
Emails to/from client addresses are automatically added to their record
You don't need to manually log each interaction
CC'd emails are also captured
Adding communications manually
If you had an interaction outside the system:
Log a phone call
Open the client record
Click Log Activity
Select Phone Call
Enter date, duration, and notes
Click Save
Add a meeting note
Open the client record
Click Log Activity
Select Meeting
Enter attendees and notes
Click Save
Send an email
Open the client or contact record
Click Send Email
Compose your message
Click Send
The email is automatically logged in the communication history.
Searching communication history
Find specific past conversations:
Go to Communications
Use the search box
Search by:
- Keywords in the message - Client or contact name - Date range - Subject line
Team visibility
All team members with CRM access can view communication history. This ensures:
Anyone can help a client, knowing the context
No single point of failure if someone is away
Consistent service regardless of who responds
Privacy note
Be mindful that communications are visible to colleagues. Avoid including sensitive personal information in notes unless necessary for business purposes.
Tips for maintaining good records
Log calls promptly — add notes while the conversation is fresh
Be specific — include key decisions and action items
Use subject lines — clear subjects make searching easier
Tag important items — mark significant interactions
Follow up — set reminders for promised actions
What's next?
Make the most of your communication history:
A complete communication history is like having a perfect memory. Every team member can provide informed, personalised service.