Communications Overview

The Communications area allows you to view any Communications sent out from your accessplanit platform. It also lets you create new communications and resend existing ones.

If you require support with any Emails you have sent, or Emails in general, it is recommended you take time to explore this related Troubleshooting page.

Options

There are three different areas where you can view communications that are sent via the platform:

  1. Email Logs
  2. SMS Logs Overview
  3. Communications

You can also set up templates for Communications in the following places:

  1. Email Templates
  2. Text Templates
  3. Workflow Templates

To learn how to use the Communications DataGrid, click here.

Sending

You can manual send emails directly from the DataGrids on the platform, 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.

If you would like to learn more about eCampaigns or how to send bulk emails, you can visit /wiki/spaces/HG/pages/532381700 of the Help Guide.

Where to find Communications

Communications are available in the left-hand menu. 


You can also find Communications relevant to all accessplanit modules 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.

Setting up a Communication

If you wish to send out a new Communication, you'll need to fill out the following fields:

Mapped to
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.

Date Created
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.

Communication Type
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.

Communication Category
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.

Subject
This is what your Communication was about.

Content
Here, you can enter in further details regarding the Communication.