Prerequisites for Setting Up Communications

Before designing your communication structure, do the following to analyze your functional areas and institutional needs for tracking and scheduling communications for individuals and for external organizations:

• Understand the use of administrative functions and 3C groups and make sure they are set up properly.

• Identify all incoming, outgoing, and in-person contacts to track.

• Identify the various types of contact (for example, phone, letter, email, and fax) that your institution wants to track.

• Set up usages for names, addresses, and salutations.