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The Communications tab in the Opportunity Summary shows any phone calls or emails related to the opportunity. A full list of communications involving the the Officer linked linked to your user account can be found in the main main Communications page page on the side menu. For each communication, the following details are shown:
Incoming or Outgoing –
A iconA green arrow icon indicates an outgoing communication, whereas
a icona red arrow indicates an incoming communication.
Email or Call –
A iconA mail icon indicates an email, whereas
a icona phone icon indicates a call.
Subject – Selecting this will open
theTags – Selecting the
tag icon will expand a list
ofof Tags
attachedattached to the communication.
YouYou can select the X
withinwithin a tag to remove it, or select the +
iconicon 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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Filtering the Communication List
The following filters are available from above the list. Once you have entered the necessary details, press press Enter or select or select the Search icon to run the search and apply your filters.
Subject search
Tags – Selecting
thethe Search...
boxbox will open a drop-down menu where you can add
multiplemultiple Tags
toto 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
oror Emails.
Direction – Here you can restrict the list to
onlyonly Incoming
oror Outgoing
communicationscommunications.
Number of records displayed
Along with this, the following additional fields can fields can be added by selecting selecting More. Selecting a field will add it to the top bar, where it works like the filter explained above.
Date Range
Applicant
Learner
Organisation
Officer
Exporting the Communication List
Selecting Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
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The following actions are available from the communications tab:
Summary – Selecting ... > Summary by a communication in the list will open
the pagepage.
Edit – Selecting ... > Edit by a communication in the list will open a window where you
canDelete – Selecting ... > Delete by a communication in the
list willlist will remove the communication record from the opportunity record. You will be prompted to confirm before the record is removed.
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