Clients & Relationships

Logging Calls, Meetings & Contact Touchpoints

Keep track of discovery calls, Zoom meetings, email discussions, and critical scope decisions directly inside the client timeline.

Have you ever struggled to remember what scope changes a client requested during a phone call three weeks ago? Flanceflow’s client touchpoint logger lets you record timestamped notes, decisions, and action items in seconds.

How to log a client touchpoint

1. Open the Clients page and select the client you met with.
2. In their profile view, click on the "Touchpoints & Notes" tab.
3. Click "+ Log Interaction" to open the composer.
4. Select the interaction type: Phone Call, Video Meeting, Email Thread, or In-Person Coffee.
5. Enter the date, duration, and key discussion notes (e.g., "Agreed to add 3 new illustration screens for additional $450 fee").
6. Optionally set a follow-up reminder date if an action item was promised.
7. Click "Save Touchpoint". It will appear immediately in the chronological client activity timeline.

Interaction types and typical use cases

Touchpoint logging tips

• Keyboard quick note: From anywhere in Flanceflow, press `N` to open the quick note modal and link it directly to any client profile.
• Searchable history: All touchpoints are fully indexed by global search—search for "illustration fee" to locate the exact conversation.
• Collaborator visibility: Team members assigned to the client can view past meeting summaries to stay aligned on client preferences.