Contact Communication History in Shape

Learn how Shape centralizes call, email, text, note and checklist history so teams can review every contact interaction in one place.

Shape is your single source of truth for everything related to your contact records. When you need to review communication history, all calls, emails, texts, notes, and checklist activity are consolidated directly within the Contact Log tab of each contact record.

Call Log

The call log provides a complete history of inbound and outbound calls tied to a contact. Users can review recordings, analyze call outcomes, and access AI-powered insights without leaving the record.

Call history includes:

Inbound and outbound call tracking
Call recordings and playback
AI call insights and summaries
Call status and call outcome details

Email Log

The email log displays all email communication associated with the contact, giving users clear visibility into message delivery and engagement.

Email tracking shows:

Sent, delivered, opened, and clicked status
Email previews directly inside the record
Historical email engagement over time

Text Message Log

The text log shows the full SMS and MMS conversation history for the contact. Messages are displayed in a threaded format to make conversations easy to follow.

Text history includes:

Complete inbound and outbound message threads
Phone numbers used for each message
Clear chronological conversation flow

Notes and Checklists

Alongside communication history, Shape includes a notes sidebar and checklists within the same contact record. Notes capture important context, while checklists track who completed specific actions and when.

Centralized Reporting and Visibility

In addition to contact-level history, Shape provides centralized reporting and productivity views that consolidate communication data across all records. This allows teams to review engagement and activity trends without opening individual records.

Why This Video Matters

Having a complete, centralized communication history ensures teams always understand past interactions, stay aligned internally, and respond with confidence. With Shape, every conversation and action is documented and easy to reference from one place.