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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 Image Removed icon

    A green arrow icon indicates an outgoing communication, whereas

    a Image Removed icon

    a red arrow indicates an incoming communication.

  • Email or Call –

    Image Removed icon

    A mail icon indicates an email, whereas

    Image Removed icon

    a phone icon indicates a call.

  • Subject – Selecting this will open

    the 

    the Communication Summary.

  • Tags – Selecting the 

    Image Removed

    tag icon will expand a list

    of 

    of Tags

     attached

     attached to the communication.

     You

     You can select the X

     within

     within a tag to remove it, or select the +

     icon

     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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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 Image RemovedSearch icon to run the search and apply your filters.

  • Subject search

  • Tags – Selecting

    the 

    the Search...

     box

     box will open a drop-down menu where you can add

    multiple 

    multiple Tags

     to

     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 

     or Emails.

  • Direction – Here you can restrict the list to

    only 

    only Incoming 

    or 

    or Outgoing

     communications

     communications.

  • 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 

    the Communication Summary

     page

     page.

  • Edit – Selecting ... > Edit by a communication in the list will open a window where you

    can 

    can Edit the Communication.

  • Delete – Selecting ... > Delete by a communication in the

    list will

    list will remove the communication record from the opportunity record. You will be prompted to confirm before the record is removed.

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