What do Actions in Communication logs do?

In Arbor, you can view all sent and received communications in the Communication logs., and take further actions such as sending follow-up messages. You can see more about this here: Viewing sent, received and failed communications and sending follow-ups

When clicking into a particular communication in the log, you can take further actions by clicking the Actions button. The actions you can take will depend on the communication type:

  Email SMS Letter In-app message Meeting Telephone call
Email reply Yes Yes  Yes Yes, but not from Actions - see how to do this here. No  Yes
SMS reply Yes Yes Yes Yes, but not from Actions - see how to do this here. No Yes
In-app message reply No No No Inbound Yes, Outbound No No No
Set action flag Yes Yes Yes No No Yes
Delete No Inbound No, Outbound Yes Yes, but not from Actions - see how to do this here. No No Yes, or edit
Manage communication tags Yes Yes Yes No No Yes

 

Managing communication tags

Communication tags determine which Communications log a communication will be listed under.

You can see how to edit which log a communication appears under here: Why is the communication not showing in the Communications & notes section of a profile?

 

Setting an action flag

Please note that setting an action flag is just a note on the communication log. It will not notify anyone when the date of the action is reached or passed.

To set an action flag, click the great Actions button and click Set action flag.

Screenshot_2022-01-31_at_17.28.29.png

 

Add the date the action is required by, then Save Changes.

Screenshot_2022-01-31_at_17.28.46.png

 

The note will then show on the Communication log when selecting that communication.

Screenshot_2022-01-31_at_17.29.30.png

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