 |
 |
|
|
For further information please see the Staff Control Panel Communication Quick Guide. Please also see the Staff Control Panel Front Help page.
This screen allows the user to insert, amend or view communications for a client. In this version, the communication can either be an AutoMail letter, phone call or an external document.
The Find facility allows searching for particular communication items, may it be an AutoMail letter or a phone call.
When searching for a communication item, there is the option of searching for an item assigned to a particular staff member, actioned by a specified staff member, added by a particular staff member or it is possible to setup a different custom search query.
The Client option displays the profile of the selected client.
The Link option, displays details of the link to the selected communication item.
The Item details option, displays details of the selected communications item.
The Add Call option, allows a user to log a new phone call against a particular client.
The Add External option, allows the user to attach an external document to a particular client.
The Add Letter option, allows the user to create a new AutoMail letter for the client of their choosing.
The Action option, produces the menu options listed below.
Right-clicking on a particular communication item gives you the options to:
View the Client profile
Action:Print. This will print the item if it hasn't been actioned before.
Action:Email. This will allow the item to be emailed to the particular client it relates to.
Re-printing the item, which prints the item, logging a new link to this item.
Regenerating the item, just reproduces the item so it can be printed. It doesn't log a new link.
Mark as complete will complete the item.
Mark as not completed will mark currently completed item as not being complete.
Delete the item will give you the option to delete the item.