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:
- Manual Entry
- Email Templates or Bulk Emails from SAM
- Invoice/Receipts sent from SAM
- 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
- Click Communications from the sidebar of the entity’s cover page.
- Click Add Communications.
- Enter the appropriate fields, then click Save.
- Open the Communications Overview Form.
- Click Advanced Options.
- Click Delete one of the Communications. A red 'x' will appear next to each Communication.
- Click the x for the Communications to be deleted.