The Last Contacted settings let you choose which actions update the Last Contacted Date on contact records.
Where Do I Find the Last Contacted Settings?
🔒 Go to Settings > Advanced Settings and select Last Contacted from the list on the left.
What Does Each Option Do?
- Note Added - the update last contacted date checkbox is ticked by default when you add a new note to a contact. You can still untick it when adding the note if you don't want the date updated.
- Reminder Completed - the Last Contacted Date updates on any contact related to a reminder when the reminder is marked as completed.
- Mail Merge Completed - the Last Contacted Date updates when a mail merge involving the contact is completed.
- whatsapp sent - the Last Contacted Date updates when your team sends the contact a WhatsApp message. This is ticked automatically the first time your agency connects WhatsApp. See - Choosing Who Sees WhatsApp Messages.
❗ Please Note: Changes to these settings apply to future actions only. They don't change Last Contacted Dates already on contact records.
❓ FAQs
Why did my contact's Last Contacted Date change when I didn't add a note?
Another action ticked in these settings may have updated it, such as a completed reminder, a mail merge or a WhatsApp message.
I don't want WhatsApp messages to update the Last Contacted Date. What do I do?
Untick whatsapp sent in the Last Contacted settings.