Create communications

You create a communication to send information about a record to a requester or other user. The communication log stores inbound and outbound messages and attachments.

To create communications:

  1. In the appropriate application, display the record for which you want to create a communication.

  2. From the Select Action menu, select Create > Communication.

  1. Optional: To use a communication template to populate the fields, specify a value in the Template field.

  2. Optional: To attach a document or Web page to the communication, click Attach File or Attach Web Page.

  3. Complete additional fields as needed.

  4. Click Send.

See also

Communications log