Close

Category: Services

📞 Logging Contacts in Strive DB

May 15, 2025

Whether it’s a phone call, email, in-person conversation, or missed message, Strive DB gives you an easy way to log every contact with a survivor. These records form a detailed communication log for each client and help keep everyone on the same page across the team.

This post walks you through how to log contacts quickly, how they connect to follow-ups, and how staff with restricted permissions can still contribute.

🧭 What Are Contacts in Strive DB?

Contacts are logged any time you have an interaction related to a client. This includes:

  • Phone calls (inbound or outbound)
  • Emails or text messages
  • In-person or video meetings
  • Missed calls or voicemail

You’ll find the Contacts section under the Advocacy tab, but you don’t have to go there to log one. Strive is built for convenience.

⚡ Quick Ways to Log a Contact

You can start logging a contact in two main ways:

  • From the top bar: Use the “Log Contact” button from anywhere in the system.
  • From a client’s page: You’ll skip the step of selecting a client because it’s already implied.

When logging a contact, you’ll fill in:

  • Client (if not already selected)
  • Type of contact (phone, text, email, etc.)
  • Date/time of interaction
  • Category (e.g., admin, case management, counseling)
  • Notes about what was said or done

🔁 Optional: Create a Follow-Up

Missed a call or need to loop back? Strive lets you create a follow-up right from the contact form. You can:

  • Set a due date for the follow-up
  • Assign it to yourself or another staff member
  • Automatically add it to your Inbox follow-up list

🧠 Follow-ups created this way link directly to the contact, so you can track what needs to happen next.

📋 Reviewing Logged Contacts

After saving, you’ll land on the edit page for the contact you just logged. From there, you can:

  • Review your notes
  • View or edit the linked follow-up
  • See the full communication history from the client’s profile

Each client’s profile includes a Contact Log—a complete history of every interaction logged by your team.

🔐 Logging Contacts Without Client Access

Some users—especially hotline volunteers—may not have permission to view or search client records. They can still log contacts securely:

  • Enter a name or reference (e.g., “Bobby Sue”)
  • Fill out the rest of the contact form as usual
  • The contact will be saved without being tied to a known client

Later, someone with full access can match the contact to the correct client in the system.

🔒 This allows volunteers to document work while protecting survivor privacy and limiting access to sensitive data.

🧠 Final Thoughts

Contacts in Strive DB are designed for speed, clarity, and safety. Whether you’re logging an urgent call, making a routine update, or assigning a follow-up, the contact system helps your team stay coordinated and survivor-centered.

đŸ—Łïž Logging Presentations in Strive DB

Presentations are a big part of how many victim service organizations reach their communities—whether through prevention education, awareness sessions, or outreach events. In Strive DB, you can log each presentation in a way that makes grant reporting and program evaluation seamless.

This post walks you through how to enter a presentation from start to finish, including audience demographics and funding data.

🧭 Access the Presentations Section

To begin, head to the Advocacy tab in the left-hand menu, then click Presentations. This opens a table showing all previously logged presentations.

➕ Start a New Presentation Log

Click the “New Presentation” button to begin a new entry. This will open the first part of the form.

📝 Fill Out Basic Presentation Info

In the first step, you’ll log the basic event details:

  • Date of the presentation
  • Type – such as primary prevention, outreach, training
  • Topic – e.g., healthy relationships, consent, boundaries
  • Location – where the presentation took place (e.g., workplace, school)
  • Grant – indicate which grant funded the event
  • Units of service – number of presentations or hours
  • Pre/post test – whether a test was given before, after, or both

🔄 Proceed to the Presentation Page

Click Next to land on the specific Presentation Detail Page. This is where you’ll enter attendance and presenter info.

đŸ‘„ Add Audience and Presenter Info

On this screen, fill out:

  • Number of attendees
  • Total presentations given (for that event)
  • Providers – who gave the presentation (mark primary vs. support)
  • Remarks – any additional notes or context

🧠 Recording presenters helps connect the work to staff service logs, and ensures credit for participation is tracked consistently.

📊 Add Audience Demographics

This is one of the most important steps for grant reporting.

  • For each unique combo of gender, race, ethnicity, and age range, add a new row
  • Enter the number of participants that match that combo

✅ Entering full demographics here supports accurate grant submissions without needing extra spreadsheets later.

đŸ’Ÿ Save and Review Summary

Once everything is entered, hit Save. Strive DB will show a summary view with:

  • Total attendees
  • Number of presentations
  • Demographic breakdown table

🧠 Final Thoughts

The Presentations tool in Strive DB makes it simple to document outreach, track provider involvement, and stay grant-compliant. Whether it’s a one-time event or part of a long-term series, each presentation you log helps paint a clearer picture of your organization’s impact.

💬 Want help building custom presentation types or simplifying demographic input? Reach out to support—we’ll help configure it to fit your workflow.