Communications Hub

Interaction History

View and manage all client interactions. This is the existing communications log from the current system.

6Total Interactions
4Clients
4This Week
3With Documents
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Entity unfold_moreInteraction Type unfold_moreDescriptionDocsDate expand_moreCreated By
MN
Michael Naidoo
emailEmail - Annual Reviewtest110 Jul 2026Garth Shoebridgechevron_right
JP
Johan Pretorius
eventMeeting (Annual)Annual review 2024208 Jul 2026Rassie du Preezchevron_right
JP
Johan Pretorius
emailEmailAnnual review reminder—05 Jul 2026Garth Shoebridgechevron_right
Sv
Sarah van der Berg
phoneTelephonicQuery about statement—03 Jul 2026Garth Shoebridgechevron_right
PG
Peter Gillespie
chatWhatsAppFollow-up on documents—26 Jun 2026Rassie du Preezchevron_right
PG
Peter Gillespie
handshakeMeeting (Introduction)Initial consultation110 Jun 2026Rassie du Preezchevron_right
Showing 6 of 6 interactions