Phone Calls and Emails
Manaaki Central groups all non-face-to-face contact under a single Remote Activity type — not just phone calls and emails.
When you pick Remote, you'll choose a contact type: Phone Call, Video Call, Email, SMS / Text, or Social Media. All five use the same form.
Recording a remote contact
Start a new Activity the same way as any other — see Recording Visits for the full form walkthrough, including how the tabs and Save/Complete buttons work. The differences for Remote are all on the Essentials tab:
Activity type
Click the Remote chip. This reveals a Contact type row instead of the Location field.
Contact type
Choose one: Phone Call, Video Call, Email, SMS / Text, or Social Media.
Everything else
Date & time, duration, priority, status (completed / didn't happen), and participants all work exactly as described in Recording Visits — a Remote Activity doesn't require a location, but participants can still be added if relevant.
Notes and follow-up
The Notes and Follow-up tabs are identical to every other Activity type — see Case Notes for writing up the contact and using templates.
Related topics
- Activities Overview — the five activity types and shared fields
- Recording Visits — the full activity form walkthrough
- Case Notes — writing notes and using templates