Emails and text messages sent from the system are automatically logged in Correspondence > View correspondence.
Users have the ability to log other correspondence items (emails, calls or comments) on the system and can do so by following the steps listed below:
1. Adding correspondence
In the Correspondence menu, there are different types of correspondence that can be added: Log call, Log email and Log general comment. Please select the required page
Select the property address and the contact name
If relevant, choose a correspondence subcategory
Set the date and time of the item
The notes box can be used to record details of the correspondence. For example, users can copy and paste text from an email sent from an external system such as Microsoft Outlook or type up notes taken from a call
Click Submit
This item will now be logged on the Correspondence > View correspondence page.
2. Action required
When logging correspondence, users have the ability to tag whether any further action needs to be taken as a result of the correspondence.
To mark an item as requiring action, tick the Action required checkbox when adding correspondence (it is only available when logging a call or email).
On the View correspondence page, this item will show with a tick icon under the Actioned column. When the appropriate action has been taken, click on this tick icon. The column will then date stamp with today's date.