Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description

This article describes the Communication list in the List section of the Menu Panel of inFlow. This section is similar to the Communication Activity section in the Record Details Panel but this section shows communication events related to ALL records.

...

  1. Select inFlow 2.0 from the inFlow dropdown menu.

    image-20241126-181024.png

  2. The Communication listappears in the Lists section of the Menu Panel.

    image-20241126-180848.png

  3. Click Communication to view the Communications entries in the Record List Panel. By default, only the current day’s entries will be listed. In this example, there are no entries for the current day. The Communication list in the Menu Panel shows that there are no entries by displaying a 0 in the green counter circle to the right.
    (blue star) Managers may use the Team/Agent dropdown to view the Communications entries of other users.

    image-20241126-220442.png

  4. Click inside the Date field to open the dropdown menu.

    image-20241126-220736.png

  5. Select the parameters for the entries to be displayed and click the Load with Filters (magnifying glass) icon.

    image-20241126-221015.png

  6. The list of communication activity entries for the user matching the selected parameters opens. The entries will include a variety of communication types.

    image-20241126-221708.png

  7. Click an entry to view the communication. In this example, we are viewing the first entry, an email that was received by the user.

    image-20241126-222302.png

  8. The communication content for the the selected entry opens in the Record Details Panel to the right.

    image-20241126-230730.png

...