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• Incoming or Outgoing – A green arrow icon indicates an incoming communication, whereas a red arrow

  indicates an outgoing communication.

• Message Type – The icon shows whether the communication is an Email, Call or SMS.

• Subject – Selecting this will open the Communication Summary.

• Tags – Selecting the Image Removed icon the label icon will expand a list of Tags attached to the communication. You can select the X within a tag to remove it, or select the + icon to add new tags.

• From – Selecting this will take you to the corresponding record summary page.

• To – Selecting this will take you to the corresponding record summary page.

• Regarding – Selecting this will take you to the corresponding record summary page.

• When – This is the date and time that the communication was made.

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• Subject search

• Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:

  • Any – This will filter the list to records that contain at least one of the specified tags.

  • All – This will filter the list to records that contain every specified tag.

  • None – This will filter the list to records that do not have any of the specified tags.

• Type – Here you can restrict the list to only Calls or Emails.

• Direction – Here you can restrict the list to only Incoming or Outgoing communications.

• Number of records displayed

Along with this, the following additional fields can be added by selecting More. Selecting a field will add it to the top bar, where it works like the filter explained above.

• Date Range

• Applicant

• Organisation

• Officer

Exporting the Communication List

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