It should be stated up front, the purpose is not to replace, or interface to, an organizations email system; which has its own backup and archiving mechanisms and policies.

 

Project communications enable the tracking of emails, correspondence, phone calls, etc against the project.

Communication details include :-

•Date,

•Type (phone, fax, email, etc),

•With - allows details of who was involved in the communication,

•Detail - details of the communication.

•Associated Document.

Additionally, an  action item can be created/updated, with the following code details :-

•Date Action By,

•Action Required,

•For User.

 

Communication details can also be searched via the Advanced Filter.

 

To assist in the logging of email correspondence, email files like Outlook (msg) and Mail (eml) files can be dragged onto or selected via the 'Email Drag/Drop Zone' on this page.

If this is performed, the following occurs :-

1.A communications entry is created (of type Email), with all details of the email logged,

2.Any relevant/allowable attachments are associated as Project Documents (converting to PDF as required),

3.The first relevant/allowable attachment is associated with the communications entry from step 1.