Hi @dan_sullivan! There are a few different ways you could do this. We often use Asana “conventions” for tracking client communications. For instance, we might have a task for a client account and the CSM could create a subtask or comment for every client call that describes the interaction. You could also use a Forms integration if your customers are reaching out to you via forms online (or you’d like them to). I recommend this Guide article if you haven’t seen it already:
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