Contact Records
Add New Contact Record
Contact History
| Date & Time | Client | Type | Subject | Staff Member | Follow-up | Actions |
|---|---|---|---|---|---|---|
| 2024-11-25 16:00 | William Chen | Video Conference | Due Diligence Review | Michael Brown |
Yes
2024-12-10 |
View |
| 2024-11-15 09:30 | Thomas O'Brien | Visit | KYC Documentation | David Wilson |
Yes
2024-12-01 |
View |
| 2024-11-05 15:00 | William Chen | Video Conference | Venture Capital Opportunities | Michael Brown |
Yes
2024-11-20 |
View |
| 2024-09-15 10:00 | Robert Anderson | Newsletter | Q3 Market Insights | John Smith | No | View |
| 2024-08-05 14:00 | Sophie Dubois | Phone Call | KYC Renewal Follow-up | John Smith |
Yes
2024-08-12 |
View |
| 2024-06-20 11:00 | Sophie Dubois | KYC Renewal Reminder | John Smith |
Yes
2024-07-15 |
View | |
| 2024-06-10 10:30 | Maria Schmidt | Phone Call | Portfolio Rebalancing | Emily Davis |
Yes
2024-07-10 |
View |
| 2024-04-30 11:00 | Jennifer Martinez | Phone Call | First Month Review | Sarah Johnson | No | View |
| 2024-03-25 09:00 | Jennifer Martinez | Visit | Onboarding Meeting | Sarah Johnson |
Yes
2024-04-25 |
View |
| 2024-02-18 14:30 | Robert Anderson | Phone Call | ESG Investment Proposal | John Smith | No | View |
| 2024-02-15 13:00 | Maria Schmidt | Monthly Newsletter - February 2024 | Emily Davis | No | View | |
| 2024-01-20 10:00 | Robert Anderson | Visit | Initial Portfolio Review | John Smith |
Yes
2024-02-15 |
View |