Core TSIs : Work Orders : Communication logs
Communication logs
Communication logs are records of communication regarding an item that is added to Planon ProCenter . These records are added manually in the respective TSIs and they can include all types of communication such as emails, faxes, reports, transcriptions of phone calls, images and so on. Image attachments in communication logs can be previewed directly in the chat view. Documents attached in communication logs can be downloaded directly from the chat view. This avoids the need to drill down into order details frequently.
You can upload documents as reference or even include a link to a URL, which will always open in a separate browser window.
Communication logs can be added for many elements, for example orders (all order types), properties, visitors, budgets, invoices, and so on.
For communication logs that are automatically created for alerts or forms through the Log to communication log field, the Action field will be updated to reflect the source. For more information, see Communication log fields.
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You can create an action definition in Alerts to automatically delete communication logs based on a schedule.