Communications Child Form

Modules>CRM>Households>List Household>Household Profile

The communications child form is located under the Corresondence tab on the Household Profile and displays a list of communications that have been attempted or succeeded with the household.

This topic covers the information displayed on the assignments child form.

Communications Child Form Information

The communications child form displays a list of all communications attempts or successes with the household. This child form displays the following data columns:

Column	Description
Date	This column displays the date of the communication.
Activity	This column lists the type of activity associated with the communication.
Activity Code	This column displays the code associated to the activity that led to the communication.
Method	This column displays the method of communication used for this communication.

 

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.