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How to log a Communication

  1. Navigate to the Communications DataGrid, and click Add.

  2. Fill in all of the fields within the Add Communication dialog box.

  3. Click Save & Close to add your Communication:
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How to view a Communication

  1. Navigate to the Communications DataGrid.

  2. Right click on the Communication that you would like to view and select Preview from the context menu:
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  3. A pop-up dialog will appear with a preview of the Communication, along with message details such as the Mapping, the Date Sent, and the Communication Type.

How to resend a Communication

  1. Navigate to the Communications DateaGrid.

  2. Right click on the Communication that you would like to resend and select Resend Email from the context menu.
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  3. If you would like to send the email to a different email address, change the email address in the pop-up dialogue field Email Address.

  4. Click Send. A new copy of the Communication will be logged in the Communications DatagridDataGrid.