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 drop-down 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:
