How to log a Communication
- Navigate to the Communications DataGrid, and click Add.
- Fill in all of the fields within the Add Communication dialog box.
- Click Save & Close to add your Communication:
How to view a Communication
- Navigate to the Communications DataGrid.
- Right click on the Communication that you would like to view and select Preview from the context menu:
- 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
- Navigate to the Communications DateaGrid.
- Right click on the Communication that you would like to resend and select Resend Email from the context menu.
- 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.
- Click Send. A new copy of the Communication will be logged in the Communications DataGrid.
Note!
When you re-send emails from the Communications or Email Logs DataGrid, the attachments are not always re-sent. This is because attachments on communications aren't stored on the platform anywhere.