Communication Log

The Communication Log in theBOSSapp is designed to record and track multiple communication events, providing your team with a clear history of interactions. This ensures that all communication related to a project or client is documented and easily accessible.

Where to Add Communication Logs

Communication events can be entered from the following locations:

1. Projects: Navigate to the Communications Log tab within a project record.
2. Clients: Go to the Communications Log tab in the client record.
3. The floating menu bar: Use the Add Communication button available in the menu bar for quick access.

Steps to Log Communication

1. Select the Record Type:
   Choose whether the communication is being logged against a Tender, Project or a Client.
2. Enter the Communication Type:
   Select the type of communication being recorded. Options include:
   – Email
   – Phone Call
   – Meeting
   – SMS
   – Debt Collection
3. Add Relevant Details:
   Fill in the Details field with information about the communication. This could include key points discussed, actions decided, or any follow-up required.
4. Attach Files (Optional)
   If relevant, attach any files related to the communication. This could include meeting notes, email screenshots, or other supporting documents.
5. Add Follow-Up
   Select a date that you would like the follow-up to appear on your dashboard.
6. Save the Communication Log:
   Once all information is entered, click save to ensure the log is recorded.

Where to Find Communication Logs

Communication logs can be viewed under the Communication Log tab in either the Tender, Project or Client record, depending on where the log was originally stored.

Follow-Ups in the Communication Log

You can now mark Communication Log entries for follow-up to help keep track of important actions.

How follow-ups work

When a Communication Log is marked for follow-up, it will appear as a dashboard tile once the follow-up is due. This tile shows the number of overdue or upcoming follow-ups assigned to you.

If the log is related to Debt Collection, members of the Accounts group will share responsibility for the follow-up. In these cases, the notification is visible to all group members to ensure nothing is missed.