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.