The communications timeline logs all interactions with your contacts, creating a comprehensive record of communication history. Use the filter options to quickly access any record you need.
View Communications Tab
➡️ Navigate to the job > Click on Notes & communications
Filters
The action bar provides various ways to filter the timeline:
Search: Free-type field for searching by any text or information in the record.
Begin typing in the search field, and the records will filter dynamically.
Date range: Select a date range to view all records logged during that period.
Pre-defined ranges are available for quick access.
Type of record: Filter by action type, e.g., show only emails by selecting the type.
Print the currently displayed timeline or
Download it to a spreadsheet.
Add record
Send new email
Change sender email: If using SMTP and multiple emails are set up, you can change the sender email address for more personalised or department-specific contact requirements.
This email address will always default to the one at the top of the list in the Connect emails setting.
Minimise widget: Keep the draft at the bottom of the screen while navigating around Commusoft.
Close widget: Close the email widget when empty, and prompts to discard a draft if you have started typing your email.
Add recipients: Select from stored contacts or type out a new email address. Press the return key to confirm.
Use the CC field for additional recipients. BCC is unavailable in this interface but can be set up in settings.
When an email is successfully added, it will appear in the following format:
It is not possible to add BCC to emails in the widget, BCC emails can be set up in settings.
Use template: Apply a pre-made email template and amend it as needed.
An email template may include tags that are used in another workflow, review the template applied before it is sent.
Attach customer files: You can attach any file to the email that has been attached to ‘Files’ on the customer.
Schedule new activity: Automatically open the schedule activity box to assign a follow-up later.
Expand widget: Adjust the size of the email draft window for better visibility.
Send new SMS
Add recipient: Choose a stored mobile number. Landline numbers are not displayed.
Compose SMS: Type a quick message for the contact.
Close widget: Prompts to discard the draft if needed.
Use template: Use a predefined SMS template and amend it as needed.
If you do not have SMS options, contact [email protected] to explore SMS bundles.
Log new call
To: Select the number called or received.
Call type: Select whether the call was inbound or outbound.
Compose call details: Add any relevant notes about the call.
Add New Note
Add title & body: Provide a title and content for your note.
Share on mobile: Make the note visible on the Engineer/Technicans mobile app.
Mark as important: Flag important notes for reference(e.g., a note about the customer being elderly).