For communication items stored in the Contact Management module of Odyssey HMS, a read-only record of the item will be viewable via the Communication Items grid.
Use the following procedure to view an Document from the Communications tab:
1. From the Patron menu, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the Communications tab.
4. In the Communication Items grid, click View next to a Document. The following read-only information will be displayed:
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•Document •Address Type •Contract Person Type •Reason •Print Date |
•Comments •Staff Responsible •Due Date •Status |
Use the following procedure to view an Email from the Communications tab:
1. From the Patron menu, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the Communications tab.
4. In the Communication Items grid, click View next to an Email. The following read-only information will be displayed:
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•Sender •CC •BC •Subject •Reason •Sent On |
•Email Template •Message Text •Comments •Staff Responsible •Due Date •Status |
Use the following procedure to view a general communication item from the Communications tab:
1. From the Patron menu, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the Communications tab.
4. In the Communication Items grid, click View next to a General item. The following read-only information will be displayed:
|
•Staff •Reason •Contact Date •Initiated By •Narrative |
•Comments •Staff Responsible •Due Date •Status |