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.