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Communication List

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Description

This article describes the Communication list in the List section of the Menu Panel of inFlow.

How to View the Communication List

  1. Select inFlow 2.0 from the inFlow dropdown menu.

    image-20241126-181024.png

  2. The Communication list appears in the Lists section of the Menu Panel.

    image-20241126-180848.png

  3. Click Communication to view the Communications records in the Record List Panel. By default, only the current day’s records will be listed. In this example, there are no records for the current day. The Communication list in the Menu Panel shows that there are no records 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 records 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 records to be displayed and click the Load with Filters (magnifying glass) icon.

    image-20241126-221015.png

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

    image-20241126-221708.png

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

    image-20241126-222302.png

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

    image-20241126-230730.pngimage-20241126-230820.png

Columns

Column Name

Description

Event

Type of action that occur (in icon form)

Date

Timestamp of when this event occurred

Action

Type of action (email, call, SMS, etc.)

Detail

If the action is a phone recording or call, duration and call recording available.

Action Type

Where the source of data comes from (Outlook sync, call, SMS, etc.)

AI Review

If the AI tool was run, the icon will be present. If it was not run, there will be no icon.

Path

If the record is an inTouch task, it will state the path name.

Task

If the record is an inTouch task, it will state the name of the task.

From

Direction of event from user

To

Direction of event to user

By

User who made action/logged under the user

Status

Status of where the lead is at that this entry relates to

Activity

Activity of where lead is at that this entry relates to

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