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Home > Communications > Review Any/All Communications
Review Any/All Communications
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*NOTE: This video was recorded with the previous interface. We will be updating videos as quickly as possible.

 

 

You may review and manage all communications in the Communications module. (Select Communications in the Navigation Panel). On the Communications module Browse tab, you will be able to review ALL communications. This list includes emails, notes and logged phone calls. You may easily search the list using the Search... field, use the Quick Filter  to apply a single filter, or use the Customize Filter option  to apply multiple parameters to your search.

 

 

NOTE: You can also review communications to individual contacts on the contact's communication tab.

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