CRM Individual Communication Form

The Individual Communication form is a single-row form used to modify an existing  record or create a new record.  This form is used to record varying communications with clients.

 

Navigating To

There are several ways to navigate to the Individual Communication form.  There are two links from the Individual Communication menu that will open the form.

Note:  See Individual Communication Menu.

• Add Record.  Clicking on this link will open a new Individual Communication form record.  This link is used when creating a new content.
  
   
• Update.  Clicking on this link will open the Individual Communication  form record for the selected title.  This link should be used when making changes to an existing Individual Communication record.
   

Another way to navigate to the form is from the CRM home page under Individual Communication.

• Enter Notes.  Clicking on this link will open a new Individual Communication form.

 

Adding Information

The Individual Communication form is used for creating or changing records concerning communications with individual clients.  The following fields are on this form.

1. Regular Mailing Follow-up.  This field is used when this communication is a follow-up to an Regular Mailing.  Enter, using the LOV, the Content title this record is to be identified with.
   
   Note:  See LOV and Camera.
   
    
2. Individual Communication Follow-up.  This field is used when this communication is a follow-up to another Individual Communication.  Enter, using the LOV, the Individual Communication this record is to be identified with.
   
    
3. Sender.  Select, from the LOV, the person who sent this communication.
   
   Note:  The logged in user will be the default entry. 
   
    
4. Recipient.  Select, from the LOV, the person that received this communication
   
    
5. Communication Type.  Select, from the drop-down list, the type of communication for this record.
   
   Note:  See Drop-Down List.
   
    
6. Summary.  Enter a brief description of this communication.
   
    
7. Comments.  Enter a descriptive overview of the communication.
   
    
8. Office Use Only Comments. Enter comments concerning the client's attitude towards DePauw.
   
    
9. Owner (Individual).  Enter, from the LOV, the person who owns this record.
   
    
10. Owner Organization.  Enter, from the LOV, the organization that the owner belongs to.
    
     
11. Private Flag.  Click on the private flag if this record is to be shared only with the department specified in the Owner Organization.  Otherwise leave the private flag blank to allow any organization to view it.
    
     
12. Effective Dates To. Enter, using the calendar LOV, the start date for this record.
    
    Note:  See LOV Calendar.
    
     
13. Effective Dates From.  Enter, using the calendar LOV, the end date fro this record.
    
     
14. Add Record / Save Changes.  Click on button when all of the fields are correct.
    
     
15. Don't Save.  Click on Don't Save to not record the information

    Note: Clicking on Don't Save will close the form without saving the information and will open the previous form.

 

Footer Navigation

The following navigation links are located on the footer.

• Individual Communication Menu.  This link will return you to the Individual Communication Menu page.
   
• Contact Management Home.  This link will return you to the CRM Home page.

 

Related Items

CRM Overview

CIS Navigation Overview

Individual Communication Menu