Communications

Emails, phone calls, in person meetings, faxes, etc. can all be tracked here. A communications link is accessible from the sidebar of all record's cover pages.

 Communications are added one of four ways:

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

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

Communications are listed in chronological order with the most recent at the top. To view/edit the details of a communication, click the Details icon located at the bottom-right for each communication.

Add Communications Manually

1. ​Click Communications from the sidebar of the entity’s cover page.
2. Click Add Communications.
3. Enter the appropriate fields, then click Save.

Delete Communications

1. Open the Communications Overview Form.
2. Click Advanced Options.
3. Click Delete one of the Communications. A red 'x' will appear next to each Communication.
4. Click the x for the Communications to be deleted.