Selecting ... > Summary by a call or email in the Communications List will open the Communication Summary page. In this page you can view communication details and Edit the communication. The following details are shown for an email:

• Tags – Any Tags that have been added to the learner will be shown here. You can select the X within a tag to remove it, or select the + icon to add new tags.
• From – Select a record to go to the relevant record summary page.
• Sent/Received date and time
• To – Select a record to go to the relevant record summary page.
• Owner – Select a record to go to the relevant record summary page.

The following details are shown for a call:

• Sent/Received date and time
• Duration
• From – Select a record to go to the relevant record summary page.
• To – Select a record to go to the relevant record summary page.
• Owner – Select a record to go to the relevant record summary page.

The remaining details for a communication are divided into three tabs, with different names but the same functionality for emails and calls: Message/Summary, Attachments/Files, and Notes.

Message/Summary

For email records, this tab displays the Message in the email itself, whereas for calls it displays a Summary of the phone call as written by the PICSWeb user. You can make changes to either when Editing the Communication.

Attachments/Files 

This tab displays any files attached to the email or to the call record. For each file, the Description is shown.

Filtering the Attachments/Files List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

• Description Search
• Number of files displayed

Exporting the Attachments/Files List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding File Attachments

Selecting Add File will open the Add File window. Here you can enter the Description for your file attachment, and either drag and drop a file into the box or select it to browse for the file. Once you are finished, select Save to finish.

Attachment/File Actions

Selecting the ... icon by a file will show the following options:

• Download
• Edit – This will open a window where you can edit the Description for the file. When you have made your changes, select Save to finish.
• Delete – This will remove the file attachment. You will be prompted to confirm before the attachment is deleted.

Notes

This tab displays any notes entered for the communication. Icons at the left of the tab indicate who has written each note. For each note, the title, date of entry, and text body is shown, along with a flag if the note is New.

Filtering the Notes List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

• Title and Body Search
• Number of notes displayed

Exporting the Notes List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding Notes

Selecting Add Note will open the Add Note window. Here you can enter the title and body text for your note. Once you are finished, select Save to finish.

Note Actions

Selecting the ... icon by a note will show the following options:

• Edit – This will open a window where you can edit the title and body text for the note. When you have made your changes, select Save to finish.
• Delete – This will remove the note. You will be prompted to confirm before the note is deleted.