Viewing Communications Associated with Records

The Records portlet contains a Communications tab where you can:

  • View all the communications, incoming and outgoing, related to a selected record.

  • Manually initiate communications (emails and text messages) relevant to a particular record. Emails sent from the Records portlet automatically inherit the record ID, and Civic Platform maintains it as part of the record.

Viewing Records-related Communications

Use the procedure below to view all communications related to a particular record.

To view communications for a specific record

  1. To enable this feature, set this FID to full access: 8492-Communication List.

  2. Access the Records portlet by clicking the main link in Civic Platform.

    If you do not have a main link to the Records portlet, create one by Adding a Main Link.

  3. Select a record.

  4. Click the Communications tab. If you do not have a Communications tab, add it by Adding a Tab Menu to a Template Menu.

    Civic Platform displays the Communications tab.



  5. Click a column heading to change the sort order of the communications list.

  6. Click a title link to go to the details of the communication.

    Civic Platform displays the details of the communication.

Viewing Consolidated Record Activities

Communication manager includes a Consolidated Record Activities tab. This tab enables you to view a summary list of all communications relevant to a particular record. Relevant communications include: email messages, SMS text messages, meetings, inspections, documents, activities and workflow history.

To view consolidated record activities

  1. To enable this feature, set this FID to full access: 8493-Consolidated Record Activities.

  2. Access the Records portlet by clicking the main link in Civic Platform.

    If you do not have a main link to the Records portlet, create one by Adding a Main Link.

  3. Select a record.

  4. Click the Consolidated Record Activities tab. If you do not have a Consolidated Record Activities tab, add it by Adding a Tab Menu to a Template Menu.

    Civic Platform displays the Consolidated Record Activities tab.