The Communications tab in the Applicant Summary shows any phone calls or emails involving the applicant. A full list of communications involving the Officer linked to your user account can be found in the main Communications page on the side menu. For each communication, the following details are shown:

• Incoming or Outgoing – A  icon indicates an incoming communication, whereas a  icon indicates an outgoing communication.

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

• Subject – Selecting this will open the Communication Summary.

• Tags – Selecting the  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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