Adding a Communication

Communications can be added anywhere in the system by pressing the Communications button. There are many Communication buttons in the system and what the Communication is linked to will depend which Communication button is pressed, for example.

    • click on this button in the hot area of the company record will link the Communication to the company.
    • click on the button in the Contacts tab of the company record will link the Communication to the Company and Contact.
    • clicking on this button in the Orders/Contract screen will link the Communication to an order/contract, company and contact.

All the Communications can be viewed in the Communication tabs, however the above options allow you automatically add more details linked to the Communication.

Wherever the button was pressed, the Links page of the Communication window also allows you to link the Communication with other areas of the system.

More details about the Communication Window can be viewed in Communications Overview.

Adding a Communication

  • Click on the Communication button.
  • Change the Comm. Type if necessary to reflect the type of communication by entering or Search for the Comm. Type code.
  • In the Comment box, type in the text of the communication.
  • Click on the green tick button to save.
  • The Communication can now be viewed in the Communication tab of the Company record.
The following options are also available from the Communication Window: