People
Client Communication
Client profile → Communication5 steps
The record of contact with this participant and the people around them — what was sent, when, and by whom. It matters at review time and it matters if anything is ever disputed.
Step by step
- 1
Open the participant and click the Communication tab.
- 2
Read the history in date order.
- 3
Click the button to log a new contact.
- 4
Say what the contact was about and what was agreed, briefly. The useful record is the decision, not the pleasantries.
- 5
Click Save.
The screen
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