Communication Log

Overview

Every communication (email and SMS) sent through Wise Option is also tracked in Wise Option.

Users can also enter manual account communication entries (i.e. phone conversation summaries).

In addition to individual communication logs, there is also a system wide communication log available under Reports > Customer > Communication Log.

Estimated Time to Complete – 5 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Step-by-Step Guidance

1. Navigate to the customer file and click the “Communications” button.

2. Enter the description and a comment or note to add new communications, then click the save icon.

3. After saving, your entry will appear in the history log. Clicking an entry will display the note in the viewer section.

4. You can also see the time, date, and user who made the note.

Web App

This feature is not relevant or present on the mobile application version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

Resources

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