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Understand how correspondence history notes are recorded

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Summary

Learn how Box+Dice automatically records history notes when correspondence is sent to contacts.

Box+Dice automatically adds a history note to each contact who receives correspondence sent through the system.

This applies to communications sent as:

  • Library letters
  • Emails
  • SMS messages
  • E-Alerts
  • Blasts

How history notes are created:

These history notes provide a record of communications sent to individual contacts and help you track correspondence activity directly from the contact record.

When correspondence is sent from Box+Dice, a history note is automatically recorded against each recipient's contact record.

This allows you to review communication activity for an individual contact and confirm that correspondence has been sent.

Note: History notes cannot be manually added in bulk to multiple contacts. If you need to add a history note manually, it must be added to each contact individually.

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