- This line was added.
- This line was removed.
- Formatting was changed.
The Communications area of your accessplanit system allows you to view any Communications sent out from your system, as well as accessplanit platform. It also lets you create new ones communications and resend existing ones.
If you are having issues with an Email require support with any Emails you have sent, or Emails in general, please visitit is recommended you take time to explore this related Troubleshooting page.
There are three different areas of the system that where you can view communications that are sent via the systemplatform:
You can also set up templates for Communications in the following places:
To learn how to use the Communications DataGrid, click here.
You can manual send emails directly from the DataGrids on the systemplatform, through two separate methods:
- Email (for 50 or under recipients)
- eCampaigns (for over 50 recipients)
If you would like to learn how to send emails from a DataGrid, you can visit this section of the Help Guide.
Where to find Communications
Communications are available in the left-hand menu.
Image RemovedImage Added
You can also find Communications relevant to all accessplanit modules in the system from their specific pages. For example, you can look up a User from the Users Datagrid to view all of the Communications logged for that User.Image Removed
Setting up a Communication
If you wish to send out a new Communication, you'll need to fill out the following fields:
This is who the Communication is to be (or was) sent out to. This could be the User who the Communication was with, the Account of the User who the Communication was with, or, the course/Invoice/meeting that the Communication was about.
The Date Created field will automatically populate with today's date and time, but you can override this if the Communication happened on a different day.
This is the format your Communication took. There are many pre-defined options available. You can also create your own Communication types in the Custom List Items page.
Here, you can specify what Category your Communication falls into. There are many pre-defined options available. You can also create your own Categories here.
This is what your Communication was about.
Here, you can enter in further details regarding the Communication.
On this page:
|Table of Contents|