View Communications

Use the View Communications form to enquire on the CRM Communications database.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Organisation

Select the Organisations for the records you want to view. The list of selections displays in the field on the right of Organisation. If you hold your mouse pointer over the Organisation button, the button's label changes to Add Children.

Clicking the Organisation button adds all the child Organisations for the selected Organisations to the selected criteria field on the right. Child Organisations are all the Organisations that appear below the selected Organisation within the Org hierarchy.

Contact

Select the Contacts for the records you want to view. The list of selections displays in the field on the right of Contact.

Type

Select the Types for the records you want to view. The list of selections displays in the field on the right of Type. Type is auto allocated when you create the record, using the module from which you gained entry.

Method

Select the communication methods for the Communications you want to view.

View

Select the records you want to view. You can select:

All: All records are available, no limitation based on the owner of the record.
Mine: Only the records that are assigned to you are available.
Team: Only the records that are assigned to your team(s) are available.

Only Open

If selected, only open records displays.

Include Inbound

If selected, only inbound Communications displays.

Include Outbound

If selected, only outbound Communications displays.

View Table

The table lists all the records for the criteria entered.