Communications Details
In the communications detail page you'll be able to see the all the information
about each message.
This information is organized in tabs. The first one presentes the message main
information. User will be able to see the message most important details such as
the subject and content of the message and also the dates of when it was registered
and sent, its status or if it was scheduled for a specific date.
On the right side of the workspace you'll have the list of recipients of the message
where you'll be able to see the contacts' information and have access to their contact
detail page.
At the end of this page you have access to the message attachements and the information
about the messages' followup date.
For each message you'll be able to edit, delete, send the message (if you message
type is email, sms or fax), generate communication (if letter or fax). There's also
an option for you to follow up on you previous contact.
In the message tabs you'll have acces to extra information about the message:
- Recipients
- Communications flow
- Postponements
Recipients
The recipients tab has the list of contacts for which the message was sent. This
list includes information about the contact and the sent status of the message
For the recipients which did not receive the message there will be a button which
will allow you to resend the message.
Another option available in the recipients tab is the link to export that information
to MS Excel.
Communications flow
The communications flow tab gives you the relative position of the message you seeing
in the flow of related communications. These message are organized in a tree. Each
follow up message becomes a branch of the tree.
The message which the user is currently viewing is highlighted. From this communications
flow user can navigate to each message by clicking its subject.
Postponements
The postponements tab gives you information about the the followup postponements
of cancelations.