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Contact Communication

Communication – The system now records emails, SMS and mailmerge activities for each contact. Details kept are the date, time, method of communication and e staff member performing the communication function. The mailmerge function records the name and document path of the letter sent.
 
1.       Click on the Contacts Function/Menu button.

2.       Locate the Contact. See: Search for a Contact or Advanced search for Contacts for further
information.

3.       Double click to open the Contact Active Window.

4.       Select the Communication tab.

5.       All Emails, HTML Brochures , Mailmerge, SMS activities sent to the contact will be displayed  
showing the date sent, time, Method, Staff who sent it and details of what was sent.