4.7 Communication Details

This widget displays the count of various communications made with the customer on the active account and case.

Table 4-19 Communication Details

Field Name Description
Call Displays the count of calls made with the customer. For example, inbound and outbound calls.
Letter Displays the count of letters sent to the customer.
Email Displays the count of emails sent to the customer.
Message Displays the count of text messages sent to the customer.

If user click expand, the Communication Detailssection is displayed.

By default, it displays list of all the communications made with the customer.

Table 4-20 Communication Details - Field Description

Field Name Description
CaseID, <Customer Name> Displaysthe case ID and name of the customer.
<ProductSub Type - Account Number> Indicates the product sub type and account number.
Overdue Displaysthe overdue amount on the account.
Communication Details This section provides the search criteria to filter records.
Mode Displays mode of communication.
Sent By Displays list of users who had sent the communication.
<Date Range > Indicatesthe period during which the communications were performed.
  • From: Indicates the start date of the period.
  • To:Indicatesthe end date of the period. By default, the business date is selected.
Date Displays date and time when the communication was performed.
Mode Displays the mode of the communication.
Template Displays the template of the communication.
Recipient Displays the recipient’s name of the communication.
Relationship Displays the relationship of recipient with the account.
Contact Details Displays the contact details to which the communication is sent.
Sent By Indicates user name of the collector who had sent the communication.