Communications Child Form

Modules>CRM>Find, Query, or Add Individual>Individual Profile>More Tab>Sales Tab>Communications child form

Use the Communications child form to list communications your organization has had with the individual whose profile you are viewing.

Communications Child Form Information

The Communications child form displays a list of communications your organization has had with the individual whose profile you are viewing. You see the following columns on the Communicationschild form:

Column	Description
Date	Displays the date of the communication.
Activity	Displays the communication activity.
Description	Displays the user-entered description of the communication, if any.
Method	Displays the method of communication.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.