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This screen allows the user to add, amend or view communications against a selected client. This communication can either be an Automail letter, phone call or an external document.
Find - allows you to search for communication items by providing a search criteria.
Refresh - this option updates the screen in case of any changes that have been made.
Configure - this option provides the ability to configure the columns that are displayed on the screen.
Export List - this option allows you to export the list of communication items to a CSV file.
Print List - this options prints the list as displayed on the screen.
Depending on the type of communication item selected, the screen will display the relevant text on the button.
In the case of an AutoMail document, it will display this document in MS Word.
In the case of an external document, this will opened in its default browser, depending on what type of file it is.
In the case of a logged phone call, details of the phone call will be displayed.
Link - this displays details of the link.
Item Details - this option displays details of the communication item selected.
Delete - this option allows you to delete the communication items. If it is an external document, then it will give you the option of either permanently deleting the file, moving the file to the recycle bin or just deleting the link.
Action - this option displays a number of options related to that communication item.
Add Call - this option allows a user to log a new phone call against a particular client.
This option allows the user to create a new AutoMail letter for the client of their choosing.
This option allows the user to attach an external document to a particular client.