The Communications screen allows you to send emails directly from the application to Clients. It can be accessed via the ribbon bar on the Client Profile, as illustrated below:
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An email address must be saved on the Client Profile for you to avail of this feature. |
The screen is broken into two sections. The top most section is a search area, allowing you to search on all correspondence sent to the Client via the application. You can search by Date and the Type of Communications sent (i.e. Email/SMS, etc).
The bottom part of the screen displays the correspondence your search has returned, along with a preview of the message.
