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. |
| Displays the count of emails sent to the customer. | |
| Message | Displays the count of text messages sent to the customer. |
If user click
, 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.
|
| 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. |
- Searching a Communication
This topic describes the systematic instructions to searching a communication.
Parent topic: Case Summary