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Find out how to create communications directly from the Entity Data Entry pages instead of navigating to the Communications module |
What does this section cover?
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Communicating an Entity
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This manual provides information on how to Communicate the entity via the entity page. |
- Navigate to the module you would like to communicate
- Search for the record you would like to communicate to the customer
- Click on the link to navigate to the Data Entry Page
- From the Actions Menu click on Actions > "Communicate Entity"
Screenshot- The Communication Detail data entry page opens in a Modal window and the carried over information will be set in the"Referring To" section
Screenshot
- The Communication Detail data entry page opens in a Modal window and the carried over information will be set in the"Referring To" section
- Fill out the rest of the information as described at /wiki/spaces/V4Manual/pages/9831173Creating Communications
- Click on Save