The following table lists information about the columns and options that appear in the Communication Items grid under the Communications tab on the Patron page.
Column |
Description |
Communication |
The type of communications item. A communications item can be any of the following Item Types: •Attachment •Note •Document •General •Phone |
Comments |
The item’s comments or notes. |
Created By |
The ResCenter or Odyssey HMS User who created the item. |
Staff Owner |
The institution staff person responsible for the item. |
Create Date |
The date the item was created. |
Option |
Description |
|
Click the First Page, Previous Page, Next Page, or Last Page arrows to navigate the pages of the grid. |
Add |
Click Add and select one of the following options: •Select Send Communication to send a message via email or printed document. •Select Add Attachment to add a new attachment. •Select Add Note to add a new note. •Select Add Phone Call to add a record of a phone call . |
View |
Click View to view an item in the grid. |
Edit |
Click Edit to edit an item. |
Delete |
Click Delete to remove an item. |