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Log a touch

Note a message, call or meeting, and the bar fills up again.

1 min read · Updated 8 Oct 2026 · Ventranet RMS

  1. Open the person. On the Dashboard, Done next to someone logs a touch in one click.
  2. Choose Log interaction (⌘L).
  3. Pick the kind (comment, message, call or meeting) and the day.
  4. Say how deep it was and who reached out.
  5. Add a note on what you talked about.
  6. Save with ✓ (⌘↩).

Or tell the assistant: “Had a call with Marco today about the pilot.”

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