Communication Items Grid Overview

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

     Email

     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.