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:
| 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.
Add the date the action is required by, then Save Changes.
The note will then show on the Communication log when selecting that communication.
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