Editing & Deleting Communications

Editing Communications

You can edit Communications that have been previously saved in the system. Note - you can only edit notes made by yourself and not other Users.

  • Find the Communication in the either the Communications tab of the record or in the Organiser Communications Page.
  • In the Communication grid list, click on the Communication you wish to alter and click on the Edit Button, or double click on the Comm. Number.
  • Add to or change any of the details in the Communication window.
  • Click on the green tick button to save.

If the communication had been set up as a diary and/or to-do list entry in the Communication Window, these entries will automatically be updated when the Communication note is changed. Similarly, if a diary or to-do list entry is edited, the communication note in the record will also be updated.

Deleting Communications

  • Find the Communication in the either the Communications tab of the record or in the Organiser Communications Page.
  • In the Communication grid list, open the Communication by double clicking on the Comm. Number.
  • With the Communication window open, click on the Delete Button on the top Navigation Toolbar. Say Yes to Delete Communication? Make sure you have the Communication you wish to delete open or the Delete button will delete the record instead.
  • Click on the green tick button to save any changes.

You can only delete communications that you have made yourself, you cannot delete other user's. Communications that have been sent to a company contact as an email cannot be deleted at all, even if it is an email you have sent yourself. The email communication will stay as a permanent record of what has been sent.