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Communication

Use the Communication panel to view historical communication for the account displayed in the Work Form. If a call has an audio recording associated to it, you can play the recording. If a letter has a file associated to it, you can view the letter.

Available communications are:

  • Outbound call initiated manually within Latitude or through a desktop phone

  • Outbound call initiated through a Dialer calling list

  • Inbound call from the customer delivered through the Dialer or a desktop phone

  • Written communication or electronic message, such as:

    • Outbound letter sent from within Latitude

    • Outbound letter sent from outside Latitude that a user attached to the account

    • Inbound document that a user attached to the account

Related Topics

View Account Communications

Play a Call Recording

View a Sent Letter

View Interaction Details for a Communication

Data Grids