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Communications

An account can view all the communications sent in the form of a list. Select Communications from the profile menu and view the following options:

  1. Send a communication option
  2. Communication records list

Send a Communication​

You can send a new communication related to the account via the Send correspondence option. For more details, go to the Sending Templates via Outboxes Documentation.

Send correspondence

Communication Records List​

Each communication in the list includes:

  1. Reference Number: Individual identification number of each communication used. You can also click on the reference number to view the communication type.
  2. Type: The type of communication method used.
  3. Dispatched At: The date and time on which the communication was sent.
  4. Status: The condition of the communication like has it been sent or still in the queue.
  5. Name: The subject or title of the communication method being used.

Communication Lists

A communication method used can be viewed in detail via clicking on the reference number and can be cancelled, retried to be sent again and reissued. Reissued means that when a particular communication method has been updated recently, it will be resent with the newest information to the account again.

Communication options

Applying Filters​

To search and view a specific communication, you can apply filters on parameters of the list including Type and Status.

Type​

Tickmark a checkbox if you want to view a Document, Email or SMS and click OK. You will see your desired result.

Type Filters

Status​

Select any checkbox in status filters including:

  1. Cancelled: The communication method has been cancelled.
  2. Processing: The communication method is still in the process of sending.
  3. Sending Failed: The communication method has failed to be sent.
  4. Sent: The communication method has been sent to the account.
  5. Suppressed: The communication method opted-out, is still present in the database and can be reissued if wanted by the account.
  6. Template Error: The communication method does not have any rendered template to show itself.

Status Filter