Record a communication with a Delegate
Steps to Record a Communication with a Delegate
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Learn how to Record a communication against a Delegate
When you have a phone call or email exchange with a Delegate regarding their place on a Course, it's important to record the conversation so that your entire team has access to the details. This ensures everyone stays informed, minimises miscommunication, and allows for seamless collaboration, enabling your team to provide consistent and well-coordinated support to the Delegate.
Follow this page to learn the steps for recording a Communication against a Delegate
Record a communication against a Delegate
It's important to record communications against Delegates, this helps keep a record of any issues that may have arisen and helps ensure that your team are kept up to date
Record a communication against a Delegate
These steps will show you how to add a communication to a Delegate
From the Main Navigation Menu, select ‘Courses’ and then either ‘Class’ or 'Web'
This will open the relevant Course DataGrid
Find the Course that you want to add the Communication to by applying filters and/or searching the relevant Course DataGrid
Right-click the Course and select the 'Delegates' option from the Context Menu
This will open the Delegates DataGrid
Right-click your Delegate from the DataGrid and select the 'Communications - Add' option from the Context Menu
This will open the Communication pop-up window
Select your ‘Communication Type’
Enter the contents of your Communication including a Subject Line
Press the 'Save & Close' button to save changes
To review your newly added communication, right-click the Delegate again and select ‘Communications’ from the Context Menu
This will open the Delegates Communication DataGrid where your newly added Communication will appear