Emails Letters and Mailing Lists-Viewing and Recording Communication History
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Viewing and Recording Communication History
Viewing and Recording Communication History
Communication history for your members is automatically logged on the Communication tab of the member’s record when emails are sent. eReferrals are automatically logged as well. Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions trigger an entry such as membership application approvals and invoices (Integrated Billing only).
Those with Plus edition or greater have access to the Quick Communication Application that allows communication to be viewed and recorded when not logged into the software. See the steps to install this Windows only program.
How to view communication history
Record and view history using the system tray app for Windows (Quick Communication App)
