Viewing a Client's Communications Activity

Within a client’s record, Communications Activity allows you to view the correspondence you have sent to clients. You can see the messages sent out to clients, who they were sent to, when they were sent and who in the practice sent them.

This is particularly important for Practices to be able to maintain a record of communications with each client so that any member of the team can deal with a query from any client should they need to.

Both electronic signing, document management and mail merge generated events can also be reviewed from this one central location so that you don’t need to look through various sources to find something.

1. Within Practice Manager, select Clients/Contacts.
2. Select a client and double click to open the Client Record.
3. Select Communications Activity from the left-hand menu.

4. From here you to see all communications that have been sent to the client. This includes:

• Emails sent via Communications Centre (including any attachments to the emails)
• eSign signature requests and signed documents
• Documents uploaded to Document Manager - these communications are only available in the Communications Activity screen if you have manually selected to do so when uploading a document to Document Manager.
• Mail Merges generated – these communications are only available in the Communications Activity screen if you have manually selected to do so when running a mail merge.

To quickly and easily locate the required information, the communication activity screen groups the communications by Today, 30 days, 12 months and Older. You can also filter the information by date and activity type.