Communication List
- Rebecca Kornblum
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.
How to View the Communication List
Select inFlow 2.0 from the inFlow dropdown menu.
The Communication list appears in the Lists section of the Menu Panel.
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.
Managers may use the Team/Agent dropdown to view the Communications entries of other users.Click inside the Date field to open the dropdown menu.
Select the parameters for the entries to be displayed and click the Load with Filters (magnifying glass) icon.
The list of communication activity entries for the user matching the selected parameters opens. The entries will include a variety of communication types.
Click an entry to view the communication. In this example, we are viewing the first entry, an email that was received by the user.
The communication content for the the selected entry opens in the Record Details Panel to the right.
Example 1An email communication is selected.
Example 2
Note
When an SMS message is opened, the message you click onto is highlighted with a purple box.
Columns
Column Name | Description |
|---|---|
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 |
Event Types
The Event column of the Communications List displays an icon for each action type.
Event Icon | Action Type |
|---|---|
| Sent Email From inTouch |
| Sent Email From My Pipeline Task |
 | Outlook Email Received |
| Outlook Email Sent |
| Email Opened |
| Call Application |
| Webphone Call Application |
| Inbound Call |
| Email Replied To |
 | Outbound Call Webphone |
| Sent Email |
| AI-Generated Email Sent |
| SMS |