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The Communications tab in the Officer Summary shows any phone calls or emails involving the officer. A full list of communications involving the officer linked the officer 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 –
AA icon indicates an
outgoingincoming communication, whereas
aa icon indicates an
incomingoutgoing communication.
Email or Call – A icon indicates an email, whereas a icon indicates a callMessage Type – This icon indicates whether the communication is an Email, Call or SMS.
Subject – Selecting this will open
theTags – Selecting the 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
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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Communications can be added using activity icons underneath the officer's display picture. These icons are explained in the the Officer Summary page page.
Communication Actions
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 officer record. You will be prompted to confirm before the record is removed.
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