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Android App: Communications

Contents

Record a New Communication
Editing or Deleting Communications

You can view and record email and phone call Communications from within a Contact or a Matter by tapping the "More" button. 

From the "More" options screen, tap the "Communications" button to view existing Communications or to record a new Communication.

Record a New Communication

To record a new Communication, tap the green "Global Create" button from anywhere in the app.

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Then tap "Communication".

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When you first record a Communication, you will see the following fields.

1.  To: Tap to select an existing Contact or user of your Firm account.

2.  Type: Tap to select "Email" or "Phone" Communication.

3.  Subject: Tap to enter the Subject of the Communication

4.  Body: Tap to enter the full body of the recorded message.

5.  Date: Tap to select a date the date of the Communication from the Calendar.

6.  Add Optional Fields: Tap to add the optional fields - Matter & From.

When you have completed all required fields, tap the ✔ button to save.

Editing or Deleting Communications

To edit or delete a saved Communication, tap on it in the "All Communications" list to open it.  To edit a specific field, tap on it.  

Once you are finished editing the Communication, tap the ✔ button to save.

To delete the Communication, tap the three black dots and then "Delete".