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Client Support Center

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How to check Client's correspondence history in Communication Summary

This will show the list of Appointments/Activity, Phone Messages, Notes and Email of the client for a selected date range.

  1. Navigate to the selected Client profile, you may use the search bar or go to the Client List page.

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  1. Under the Client Inf o, click “Communication Summary” under Communication.

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  1. On the Communication Summary, you have an option to filter the list by means of Communication, include/exclude communications for the dependent  and date range.

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  1. Click on the Headers above the list to add or set an appointment/activity, phone log message and notes, or, to send/compose email.

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