The Goal: Review and manage all communications — including emails, notes, and logged phone calls — across your entire database in one place.
Before You Begin:
- Staff access to the Marketing & Communication area is required.
Step-by-Step Instructions
- Go to Marketing & Communication, Communication section, click All Communications. You will see a list of ALL communications — emails, notes, and logged phone calls.
- To find a specific communication, use any of the following options:
- Search field: Type keywords to search across all communications.
- Quick Filter: Apply a single filter to narrow the list.
- Customize Filter: Apply multiple parameters to your search for more targeted results.
- To review communications for an individual contact, navigate to that contact's record and view their Communication tab.
Common Pitfalls
- All Communications includes notes and phone calls, not just emails: The All Communications list includes all logged interactions — emails, staff notes, and phone call logs. Use filters to narrow to a specific communication type.