Communications

Emails, phone calls, in person meetings, faxes, etc. can all be tracked in one place: SAM!

 Communications are added one of four ways:

1. Manual Entry
2. Email Templates or Bulk Emails 
3. Email Invoice/Receipts 
4. Email Importing

The communication overview form provides a brief of all communications entered for the record.

Meatball Menu | Edit/Details/Delete Communication

Use the meatball menu to access the Edit and/or Details forms for a communication, or delete a communication record. 

Important Communication Fields

• Communication Entered By/Date - who/when this communication was entered. 
• Communication Entered through Form - when manually entering a communication, 
• User Initiated - set as yes when communication is sent via an Auto Action or Template. This field is available for entry when a user manually enters a communication record. 
• Communication with Entity Type - entered as main entity when sent through Auto Action or Template. This entry can be adjusted when manually entering communications. 
• Communication with Entity Name - entered as main entity when sent through Auto Action or Template. This entry can be adjusted when manually entering communications
• Imported Email - set as yes when imported through email importing 

Add Communications 

Email Templates or Bulk Emails from SAM

Users can send emails to client records from SAM by: 

SAM Guide: Email a Template

SAM Guide: Create an Auto Action to Send Email

Send Invoice/Receipts

Users can email Invoices and/or Receipts to client records. The invoice/receipt and it's details when sent will be added to the record's communication record. 

SAM Guide: Invoices & Receipts

Import Emails

With email importing setup, users won't need to copy/paste emails manually. 

SAM Guide: Email Importing

Delete a Communication