Future Student Maintenance - Correspondence tab
The Correspondence tab stores communications and documents relating to a community member. All emails and SMS messages sent to community members and documents uploaded to DocMan tabs are automatically displayed in the appropriate Correspondence tab. You can:
- view SMS messages, emails and attachments sent to the community member in Synergetic
- view documents uploaded to the community member's DocMan tab
- import emails from Microsoft Outlook by dragging them from Microsoft Outlook and dropping them onto the correspondence grid. See Dragging and dropping emails from Microsoft Outlook in the Introduction manual.
Note: Fields in this tab are not editable. You cannot edit or delete correspondence through this tab.
Future Student Maintenance - Correspondence tab key fields and buttons
Grid area fields
Field | Description |
---|---|
Date | Date the correspondence was added. |
Sender | Name of the community member who sent the correspondence. |
SenderEmail | Email of the sender. |
Receiver | Name of the community member who received the correspondence. |
Module | Module the correspondence originated from. For example:
|
Classification | Classification of the document if the record is from DocMan. See luDocumentClassification lookup table in the System maintenance manual. |
Subject | If the document is:
|
Attach | Number of attachments an email correspondence has. |
Type | Type of correspondence. For example, email, document, SMS. |
Sent? | Whether the selected correspondence has been sent. Note: Unsent correspondence is displayed using red text with the exception of DocMan correspondence. |
Filter sub-tab fields and buttons
Fields
Field | Description |
---|---|
Display | Select to display:
|
Include lives with | Include correspondence sent to people the community member lives with. |
Select/Deselect all types | Select or clear this field to select or clear all Type fields. |
Type | Filter the correspondence grid by the type of correspondence. For example, email or SMS. Cleared correspondence types are not displayed. |
Date From | View correspondence sent or imported on or after this date. |
Date To | View correspondence sent or imported on or before this date. |
Subject | View correspondence that includes these words in the subject line. |
Classification | View correspondence of the specified classification. |
Module | View correspondence created by the specified Synergetic module. For example, debtor statements generated by the debtor module. |
Content | View correspondence that includes these words in the content. |
Auto Refresh | Select to automatically refresh the grid when the filter fields are changed. |
Buttons
Button | Description |
---|---|
Refresh the grid if you have changed the filter field selections. | |
Clear the filter field selections. |
Details sub-tab fields
Field | Description |
---|---|
Sender | Name of the community member who sent the correspondence. |
Sender Email | Email of the person who sent the correspondence. |
Received Email | Email address the email correspondence was sent to. |
Subject | If the document is:
|
Content Prev | Brief preview of the content of the correspondence. |
Classification | Classification of the correspondence. For example, Photo, Payroll, etc. |
Module | Module the correspondence originated from. For example:
|
Type | Type of the correspondence. For example, SMS, Sent email, etc. |
Correspondence Sent | If selected, the correspondence was sent to the receiver email. |
Content sub-tab fields
This tab displays the text content of the correspondence.
Note: If there is no text content, a representation of the content is displayed. For example, the 'content' of a jpg photograph uploaded to the DocMan tab would read 'JPG'.
Attachments sub-tab fields and buttons
This tab lists the file names of any attachments included in the correspondence.
Buttons
Button | Description |
---|---|
Open the selected email attachment or document. |
Common Buttons
Button | Description |
---|---|
Delete the imported email. |