Under the Management menu, select Communications.
The Communications Manager allows you to add, edit and delete Communication tags. Each Communication tag represents an item of correspondence that occurs between a system user and an Individual or Organization in your BackOffice database.
Your BackOffice account is built with pre-existing generic Communication tags, all of which fall into three general modes: incoming, outgoing, and followup needed. The modes describe most common communication media: calls, letters, faxes, e-mails, verbal, and other.
Your Communications Manager screen will display all existing communication tags. You will notice that all of the pre-existing Communications are listed with blank Description boxes. This is because they are the default generic Communications.
To create a custom Communication, click the Add button at the bottom right of the Communication Manager screen. In the resulting pop-up window, you are prompted to select the Communication type that describes your new Communication. In the Description box, enter a specific description for your custom Communication tag.
When you create a Custom Communication, the text you type into the Description box becomes part of the identifying Communication tag that appears in the drop-down menu on the Individualor Organization record screen.
To modify a Communication, edit the text or Description, or change the Code Type that is selected from the drop-down menu on the main Communication Manager list page. Edit as many existing items as you like, then click the Save Changes button at the bottom of the screen.
Article ID: 755
Last updated: 07 Mar, 2010