All constituent communication is logged as conversations. Conversations are created when a constituent sends an email or uses SMS, but a conversation may need to be manually created in the case of phone calls or walk-ins.
Instructions
Click the New button:
In the resulting dropdown menu, select Conversation:
Type in the details of the conversation:
Add any attachments:
Note:
Select the desired file in File Explorer and click Open. The file size limit for an attachment is 20 MB.
Search for and select the Constituent using the dropdown search box:
Note:
If the constituent is not in the system, click Add New Constituent.
Select the appropriate Channel:
To continue an existing conversation, click the Continue link for the relevant conversation:
Click the Continue Conversation button:
To create a new conversation, add a Summary:
Click Start New Conversation:
