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To access this screen, go to Communication Tracking in the Staff Control Panel, then click on add External.
This option allows an external document to be linked against a client. This could be for example, an Excel document.
The document to be linked can be selected by clicking on the spyglass next to Select and selecting the document within Windows Explorer.
Add who the document is to, who it is from and whom it is about. For example, it maybe a letter to the client, from yourselves the agent, about an employee.
In the link description box add a description of this link. This could be useful later for searches.
Clicking Add Link, links the external document to the client entered saved and the window is cleared for external item to be linked if required.
It is also possible to drag and drop a file into the communication list either on the client communications tab, or the communications tab on the Staff control panel.