Creating a new communication

When creating a new record, an Add Communication tab is available if it has been added to the Record Type.

The fields on the Add Communication tab:

Alternatively, right-click the record to create a communication for and on the Communications menu, click New Communication.

• Date of Communication - date and time when the communication has been sent.

  It defaults to the current date and time.

• Direction - select whether the communication is incoming, outgoing or internal.

  Content Manager will use the same direction by default the next time you create a communication.

• Medium - select the medium by which the communication has been sent:
  • Post
  • Email
  • Facsimile
  • Courier

  Another four options can be implemented by a user of user type Administrator by setting up the custom types in the caption editor.

• Communication Between - use the Add Sender and Add Recipient buttons to select people involved in the communication.

  Each communication must have one sender and at least one recipient.

• Default Address Type - the address that will be used for the Locations in the Sender and Recipients fields.

  The default is set by the medium selection:

  • Street sets the default to Street Address
  • Mailing sets the default to Postal Address
  • Email sets the default to Email Address
  • Facsimile sets the default to Fax Number

If you want to set a different address type than the default, e.g. a postal communication sent to the street address, you can change the address type before selecting the Location.

Alternatively, change the address type using the right-click menu on the Locations that have been selected already.

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