Aristotle Support
Communications
Communications Explained
Communications Explained The Communications table allows you to track key information about your contacts. Use this feature to record your correspondences and conversations. You can track in-bound and out-bound calls, letters, e-mails, faxes or any other contacts. You can then use this...
07 Mar, 2010
Adding A Communication To A Record
Adding a Communication to a Record: In either the View Individual Screen or the View Organization Screen, click Add Communication in the Communications section. In the resulting pop-up window, select a the appropriate Description from the drop-down menu, select your own user name from...
07 Mar, 2010
Custom Communication Tags
Custom Communication Tags: You can create custom Communication tags or modify existing ones by using the Communications Manager.  Custom Communications allow you to track and run queries by everyone who has received a specific communications issue.  Later you can use the Custom Report...
07 Mar, 2010
Deleting a communication
Deleting a Communication: To remove a communication, click the X next to that entry. You must click the Save Changes button at the top of the screen to save your additions or removals of communications and reminders.
07 Mar, 2010
Using Follow-up Needed Reminders
Using Follow-Up Needed Reminders: To create a reminder, select a Followup Needed communication from the Description drop-down. The User drop-down becomes important when Followup Needed communications are created.  When you create a Followup Needed, the system will record it and...
07 Mar, 2010