Use this form to enquire on the CRM Communications database.
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 to view. The list of selections displays in the field on the right of this field.
If you hold your mouse pointer over the Organisation button, the button's label changes to Add Children. Click the button to add 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 in the organisation's hierarchy.
Contact
Select the contacts for the records to view. The list of selections displays in the field on the right of this field.
Type
Select the types for the records to view. The list of selections displays in the field to the right of this field. Type is automatically allocated when you create the record, using the module from which you gained entry.
Method
Select the communication methods for the communications to view.
View
Select the records to view:
Only Open
If you select this option, only open records display.
Include Inbound
If you select this option, only inbound communications display.
Include Outbound
If you select this option, only outbound communications display.
View Table
The table lists all the records for the criteria entered.