18.9. Other Common Communication Situations

Other Communication Useage

Creating a Call Log or Communication Reference

For Public and Volume Clients, we have the “Long Notes” internal section where you can stash a note about a client communication. Search the client and open their profile.

Long Notes are internal/private notes for logging communications or other noteworthy details.

For Volume Clients, HQ Chat tool is the one stop shop for communication with volume clients. It allows for a transparent log for all staff members to read what has been communicated with a VC. It’s a good practice when chatting with VCs about something you’d like to document, you recap it in the chat so there’s a visual history for all staffers.

These messages will be available for reference via Chat by clicking the VC’s name. Scroll through the message history to review.

Send Communication Blasts.

The next section will go over how to send announcements to your clients.