Communications (Mail)
- How do I use filters in inbound, outbound Communications, and Content Library?
- How do I view campaigns or duplicate messages?
- How do I use pivots in Inbound Communications?
- How do I use pivots in outbound Communications?
- How do I sort inbound and outbound Communications?
- How do I update a contact's name and address information from the Inbound section?
- How do I assign or create tags?
- How do I bulk add or replace tags?
- How do I assign a group of communications to a staff member?
- How do I reply to multiple Communication items at once?
- How do I print or email large batches of communications?
- How do I select a Content Template (Form Letter) to use when replying to a person from Inbound in Communications ?
- How do I move outbound communication back into the inbound section?
- What is Digital (Scanned) Mail?
- How do I log a Message (Phone Call, USPS Mail, or Other)?
- How do I convert a Communication item to a Service request?