Client Contact Activity Tracking Enhancement

It would be highly beneficial to have the ability to search and report on when a client contact was last visited in person and when they were last contacted by phone.

As a business, we place significant importance on tracking client engagement and understanding the frequency of our interactions. Having clear visibility of when a contact was last called or visited enables consultants to effectively manage relationships, prioritise outreach activities, and identify contacts that may require re-engagement.

To support this, we would like the following fields to be available as columns within Contact Search results:

Last Called
Last Visited

Including these columns within search results would provide an immediate view of engagement history, making it much easier to identify and build call lists based on the length of time since the last interaction.

In addition, we would like these fields to be incorporated into the Engagement Indicator settings. This would allow users to apply colour-coded rules based on the age of the last call or visit, providing a clear visual indicator of engagement levels when viewing both client and candidate records.

This enhancement would improve contact management, support proactive business development activity, and help ensure regular engagement with key contacts across the database.