Communications

A communication is an item of correspondence to or from the organization. Communications related to a participant are contained in the participant's list of communications. The participant may or may not be the correspondent for all communications on this list. For example, a letter may be sent to an outside agency on behalf of a person.

Communications can be hard copy, telephone, or email-based. Outgoing communications can be created using Microsoft Word templates, XSL templates, or email and then automatically stored for a participant. Outgoing and incoming communications can also be recorded after they have been issued or received. For example, a letter received from a participant can be scanned and then stored for the participant.

For a communication to be issued to a participant, relevant information must be stored for the participant. For example, for an email to be sent to a participant, an email address must be stored. Communications cannot be issued for prospect persons who do not have a last name or address recorded.

If a communication is sent to someone who is not registered as a participant, communication information about the correspondent has to be added manually. The correspondent is automatically registered as a representative and the information entered is stored.