Overview

Every call, pop-by, and handwritten note adds up. Log each touch in Grove so you always know who in your sphere you've connected with, and who's due for a reach-out. You can log from a contact's record or straight from your People list.

Log an activity from a contact record

1. Go to People and open the contact.

2. Click Log Activity in the top right corner. The Log Activity window opens with the contact already filled in.

3. Click Activity and choose the type: Phone call, Text, Email, Meeting, Pop-by, or Handwritten note. You can also type in the search box to find one.

4. The date is set to Today. If the touch happened earlier, click Today and pick the right date.

5. To log it for someone else, click the contact's name and choose a different person.

6. Add a note in the Add note... box. Keep it to what you'll want to remember next time you talk.

7. Click Save. You'll see Activity logged in the top right.

Your activity now shows on the contact's Activity tab, with the most recent at the top.
 

You can open the same window two other ways from a contact record: the + Activity button on the Activity tab, or the + next to Activity on the Overview tab.

Log an activity from your People list

1. Go to People and find the contact.

2. Click the ⋯ at the far right of their row, then click Log Activity.

3. The Log Activity window opens with that person filled in. Follow steps 3 to 7 above.

Log a touch that isn't on the list

Closing gifts, open house visits, a coffee meetup: if a type isn't listed, name it yourself.

1. Click Activity, then type a name in the search box.

2. Click Add "your type".

3. Add your note and click Save. It shows on the Activity tab under the name you gave it.

Good to know

• An activity type is required. A note isn't. A quick "Pop-by" with no note saves just fine.
• Logging updates your connection dates. The contact's Last Connection and the Last Contacted column on your People list both refresh as soon as you save.
• You can backdate, but not schedule ahead. Future dates are grayed out in the date picker. For something coming up, add a task instead.
• One person per activity. The contact picker holds one person at a time. If you met with both people in a household, log it for each of them.
• How it shows in a household. An activity appears on the household's combined view and on the record of the person you logged it for. It doesn't appear on the other household member's record.
• Log one contact at a time. There's no way to log an activity for several people at once from the People list. Ask Grove can add a note to many contacts in one go, but it can't log activities.
• The Overview shows your three most recent items. A backdated activity may sit below newer ones, so check the Activity tab for the full history.
• Search and filter your history. On the Activity tab, use Search or the All menu to narrow to Notes, Tasks, Emails, Calls, Meetings, or Pop-bys.

Troubleshooting

"Choose an activity type" appears when you click Save.

You haven't picked a type yet. The Activity button turns red and the type list opens for you. Choose one and click Save again.