The note/communication screen displays the notes/communication created in the Equus Platform. The screen lets you easily navigate with records ability to collapse, search using a combination of filters, and add labels to records.
You can make a note or issue a communication from scratch or using email or note templates configured in the system.
Navigating Through Records
When navigating through note/communication records, emails will appear as collapsible records while other records will be expanded regardless of length.
Search Filter
Users can search for Note/Communication records by utilizing the search filters. Each term within a filter will search for records that have either term. A combination of filters will search for records that match both filters.
The following search filters can be applied:
Subject: Searches email subjects. Each search term will be included as separate search criteria. For example, searching by ‘welcome letter’ will search for ‘welcome’ OR ‘letter’. To search for an exact match, wrap your search terms inside double quotations. For example, “welcome letter”.
Body: Searches terms in the body of any record. As above, each search term will be included as separate search criteria.
Labels: Searches for records that are tagged with the specified label(s)
From Date & To Date: Searches for records within the date range specified
To: Searches for records that contain the term specified in an email address the record sent to. This includes To, CC, and BCC fields. For example, if I search for “john” email addresses that contain “john” in the To, CC, or BCC fields will appear
By: Searches for records that are created by or sent by a user that contains the term in the user ID
Attachments: Searches whether a record has an attachment
Type: Searches for records that have that note/communication type. For example, Email, Note, or Verbal
Status: Searches for records that match the specified status(es)
Screen: Searches for records that match the specified screen(s)
Labels
Labels can be applied to note/communication records for better organisation. Labels can be added to new note/communication records or existing records. Note, labels that are created in Documents will also appear as an option to add on a Note/Communication record.
Things to Note
You can delete records by following the additional steps detailed here.
Email Templates can be configured for ease of use