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Description

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  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

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The Event column of the Communications List displays an icon for each action type.

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Event Icon

Event Action Type

Sent Email From inTouch

Sent Email From My Pipeline Task

image-20250102-221805.png

Outlook Email Received

Outlook Email Sent

Email Opened

Call Application

Webphone Call Application

Inbound Call

Email Replied To

image-20250102-221514.png

Outbound Call Webphone

Sent Email

AI-Generated Email Sent