 melguz
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| Joined: 05 May 2020 |
| Total Posts: 20 |
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Correspondence tab data
Posted: 09 Oct 2024 07:42 AM |
| Is there a way to look more closely at correspondences? We are interested in looking at which correspondences were text messages, phone calls, etc. Thank you! |
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Re: Correspondence tab data
Posted: 09 Oct 2024 08:13 AM |
| Good Morning, MelGuz! Yes, you may look at correspondence statistics by the demographic of category and see exactly what you want for your selected time frame. The great news is there are many demographics which you can add to further analyze your correspondence. I hope that helps! |
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Re: Correspondence tab data
Posted: 09 Oct 2024 08:16 AM |
Hey Melguz,
You can find the Correspondence Stats under Client/Reports/Statistics menu. On the page at the top right enter "corres" to filter the reports. Then click "Run Report". Hope that helps! |
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