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Communications related to other CRM.COM entities

As explained in Creating Communications a communication will always be related with a Contact and at the same time established in /wiki/spaces/WIP/pages/10008334, a Communication is always associated with a Contact Information concurrently with a number of other optional CRM.COM entities, which are not mandatory to be defined, however if they are, you have the option to use (Referring To) entities; if the entities are defined, information saved on the specific record can be used to communicate be communicated to the customer by using Communication Tags. Use of Communication tags is closely related to the Referring To entity and Communicate Entity action as only communication tags, of Referring To entities can be used when creating a communication, apart from plain textusing Communication Tags.

There are 2 two ways to create a communication Communication while referring  referring to other CRM.COM entities:

1. Via Communication Data the Communications Data Entry page.
2. Via data entry page of the entity's Data Entry page, by using the action " Communicate Entity"Entity Action.
   

1. Navigate to the module that you would like to communicate.
2. Search  for for the record you would like to communicate to the customer Click and click on the its link to navigate to the Data Entry Pagepage.
3. From the Actions Menu  click on Actions click on Actions > " Communicate Entity".
   
   1. The Communication Detail Data Entry page opens in a Modal modal window and the carried over information will be is set in the "'Referring To"' tab in view mode, along together with the Contact in the Main Information section.
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4. Fill out the rest of the information as described at Creating in Managing Communications.
5. Click on Saveon SAVE.

Log Communication Action

New communications Communications can be created directly through from the communication centre, through the log communication action, which is Communication Centre, by using the Log Communication Action, available in the communication centre's action panel. The log communication action needs to be enabled through the active communication centre definitions in order to be able to use it, and is available only if a specific contact information was already selected.On creating a new communication, the contact information is set automatically, based on the contact information that was already selected, and is not editableAction panel. In order for the Log Communication Action to be available it must be enabled through the 'Active' Communication Centre Definitions and requires a specific Contact Information to be already selected.

The Contact Information is automatically set when creating a new Communication, based on the Contact loaded in the Communication Centre.

For more information visit the /wiki/spaces/V4Manual/pages/9833423

Communication Centre.