--- title: Tracking Customer Contacts description: "Use the \"Customer Contact\" checkbox on every log entry that pertains to the contact with a customer. Covers Use Project Detail Reports." --- [Skip to content](https://help.gosolo.io/solarnexus/tracking-customer-contacts#main-content) English Show submenu for translations [![Solarnexus logo-1](https://help.gosolo.io/hs-fs/hubfs/Solarnexus%20logo-1.png?width=350&height=71&name=Solarnexus%20logo-1.png)](https://app.solarnexus.com/) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [SolarNexus Help Center](https://help.gosolo.io/solarnexus?hsLang=en) 2. [Manage Sales Opportunities](https://help.gosolo.io/solarnexus/manage-sales-opportunities?hsLang=en) January 16, 2026 # Tracking Customer Contacts Use the "Customer Contact" checkbox on every log entry that pertains to the contact with a customer. Each log entry (including status changes and milestone completions) have the option to explicitly indicate if the entry is related to a contact with the customer. Here's an example of where user indicates contact with a customer: ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-55-33-9893-PM-2-1.png?width=688&name=547-Nov-14-2024-09-55-33-9893-PM-2-1.png) In the project log, you can see the entries tagged with customer contact: ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-55-35-1917-PM-2-1.png?width=688&name=547-Nov-14-2024-09-55-35-1917-PM-2-1.png) The Sales screen has a column showing the last customer contact: ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-55-32-9403-PM-2-1.png?width=688&name=547-Nov-14-2024-09-55-32-9403-PM-2-1.png) Of course, you can also view the last completed milestones on the Sales and Installs screens too (which is also a log entry) ### Use Project Detail Reports SolarNexus provides a number of fields in Project Detail reports that give you details on tracking lead status and seeing latest log details. Here is an example report showing current milestones with details (milestone, current status as of last change), last date log was updated, and date of last customer contact: ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-55-36-2026-PM-2-1.png?width=688&name=547-Nov-14-2024-09-55-36-2026-PM-2-1.png) - [Application Overview](https://help.gosolo.io/solarnexus/application-overview?hsLang=en) - [Tips and Tricks](https://help.gosolo.io/solarnexus/tips-and-tricks?hsLang=en) - [Integrating SolarNexus with Other Applications](https://help.gosolo.io/solarnexus/integrating-solarnexus-with-other-applications?hsLang=en) - [Incentives and Finance Programs](https://help.gosolo.io/solarnexus/incentives-and-finance-programs?hsLang=en) - [Documents: Templates and DocuSign](https://help.gosolo.io/solarnexus/documents-templates-and-docusign?hsLang=en) - [Shared Company Resources](https://help.gosolo.io/solarnexus/shared-company-resources?hsLang=en) - [Reporting](https://help.gosolo.io/solarnexus/reporting?hsLang=en) - [Project Data](https://help.gosolo.io/solarnexus/project-data?hsLang=en) - [Resources](https://help.gosolo.io/solarnexus/resources?hsLang=en#main-content) - [Products and Catalogs](https://help.gosolo.io/solarnexus/resources?hsLang=en#products-and-catalogs) - [Service Offerings, Pricing, & Solution](https://help.gosolo.io/solarnexus/resources?hsLang=en#service-offerings-pricing-solution) - [Project Milestones and Workflow Management](https://help.gosolo.io/solarnexus/project-milestones-and-workflow-management?hsLang=en) - [Account and User Management](https://help.gosolo.io/solarnexus/account-and-user-management?hsLang=en) - [Managing Sold Projects](https://help.gosolo.io/solarnexus/managing-sold-projects?hsLang=en) - [Energy and Financial Analysis](https://help.gosolo.io/solarnexus/energy-and-financial-analysis?hsLang=en) - [PV Systems, Energy Storage, and Efficiency Measure](https://help.gosolo.io/solarnexus/pv-systems-energy-storage-and-efficiency-measure?hsLang=en) - [Manage Sales Opportunities](https://help.gosolo.io/solarnexus/manage-sales-opportunities?hsLang=en) - [Create and Manage Jobs (Projects and Work Orders)](https://help.gosolo.io/solarnexus/create-and-manage-jobs-projects-and-work-orders?hsLang=en) - [Misc](https://help.gosolo.io/solarnexus/misc?hsLang=en) - [User Account Maintenance](https://help.gosolo.io/solarnexus/user-account-maintenance?hsLang=en) - [Utility Bills](https://help.gosolo.io/solarnexus/utility-bills?hsLang=en) - [Managing Company Catalog](https://help.gosolo.io/solarnexus/managing-company-catalog?hsLang=en) - [Managing Projects](https://help.gosolo.io/solarnexus/managing-projects?hsLang=en) - [Financial Analysis](https://help.gosolo.io/solarnexus/financial-analysis?hsLang=en) - [PV System Design and Production Estimates](https://help.gosolo.io/solarnexus/pv-system-design-and-production-estimates?hsLang=en) - [Video - Webinars and Tutorials](https://help.gosolo.io/solarnexus/video-webinars-and-tutorials?hsLang=en) - [Update Notes](https://help.gosolo.io/solarnexus/update-notes?hsLang=en) - [Contact Support](https://help.gosolo.io/solarnexus/contact-support?hsLang=en) [![Untitled Drawing (1)](https://help.gosolo.io/hs-fs/hubfs/Untitled%20Drawing%20(1).png?width=250&height=97&name=Untitled%20Drawing%20(1).png "Untitled Drawing (1)")](http://www.gosolo.io) Copyright © 2026, Solo