Communication Business Process
Use the Communication business process to track correspondence that occurs amount project-related parties outside of Unifier Essentials. Correspondence might occur through email, fax, telephone, blog, events, social meetings, social media, and so on.
Characteristics
This is a Project-level business process without a workflow, provided in the system template.
Record Statuses
Open | non-terminal status |
|---|---|
Closed | non-terminal status |
Creating a Communication Record
Create a Communication record by navigating to Project Management / Communication on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.
Complete the Communication form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your Project tab and switch to User mode.
- In the left Navigator, select Project Management, and then select Communication.
- On the Communication page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Submit.
Completing the Communication Form
Key Information
Key information about this Communication
Field Name | Access | Description |
|---|---|---|
Title | Required | Enter a title. |
Status | Required | Select a status. |
Communication Type | Editable | Type for this communication. This feeds the auto-sequence number in the Record Information block. |
Reason | Editable | Reason for this communication |
Social Media Type | Editable | Indicates whether this communication pertains to social media and, if so, indicates the type of social media. |
Initiator | Editable | Initiator of this communication |
Initiating Company | Editable | Name of the initiating company for this communication |
Recipient | Editable | Recipient of this communication |
Receiving Company | Editable | Name of the recipient company for this communication |
Source URL Reference
Link to a conversation thread or other relevant information
Field Name | Access | Description |
|---|---|---|
Source URL Reference | Editable | If applicable, indicate the source URL. |
Description
Description of this communication
Field Name | Access | Description |
|---|---|---|
Short Description | Editable | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Email Details
Enter e-Mail correspondence details in this section, if applicable.
Field Name | Access | Description |
|---|---|---|
Date Email Sent | Editable | Date this communication was sent |
Follow-up Requested | Editable | Indicates whether the email follow-up was requested |
Email From | Editable | Email address from which the email will be sent |
Follow-up Date | Editable | If an email follow-up is requested, a follow-up date is required. |
Email To | Editable | Email address to which the email will be sent |
CC | Editable | Recipients of a carbon copy (CC) of an email |
BCC | Editable | Recipients of blind carbon copy (BCC) of an email |
Message Details
Key content related to the details of the communication
Field Name | Access | Description |
|---|---|---|
Message Body | Editable | Record messages or include content from an email. |
Response | Editable | Response of this communication |
Conversation Thread (OPTIONAL) | Editable | This field is optional. This is an alternative to email messaging (message and response). Store the entire threaded conversation in one place. |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Creator | Read-Only | Creator of this record |
Record Last Update Date | Read-Only | Date that the record was last updated |
Creation Date | Read-Only | Date that the project was created |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Project Name | Read-Only | Name of the project |
Project Number | Read-Only | Unique Project Number |
Additional Information
The Communication Additional Information block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
Communications Date Picker UDF 1 | Disabled | Reserved for future use by your organization |
Communications Date Picker UDF 2 | Disabled | Reserved for future use by your organization |
Communications Decimal UDF 1 | Disabled | Reserved for future use by your organization |
Communications Decimal UDF 2 | Disabled | Reserved for future use by your organization |
Communications Date Only Picker UDF 1 | Disabled | Reserved for future use by your organization |
Communications Date Only Picker UDF 2 | Disabled | Reserved for future use by your organization |
Communications Currency Amount UDF 1 | Disabled | Reserved for future use by your organization |
Communications Currency Amount UDF 2 | Disabled | Reserved for future use by your organization |
Communications Picker UDF 1 | Disabled | Reserved for future use by your organization |
Communications Picker UDF 2 | Disabled | Reserved for future use by your organization |
Additional Notes
The Communication Additional Notes block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
Communications Text 255 UDF 1 | Disabled | Reserved for future use by your organization |
Communications Text 255 UDF 2 | Disabled | Reserved for future use by your organization |
Communications Text 255 UDF 3 | Disabled | Reserved for future use by your organization |
Communications Text 255 UDF 4 | Disabled | Reserved for future use by your organization |
Communications Long Text UDF 1 | Disabled | Reserved for future use by your organization |
Communications Long Text UDF 2 | Disabled | Reserved for future use by your organization |
Last Published Monday, April 14, 2025