When editing a record or transaction that supports emails, the Communications tab not only shows the list of Notes saved as alerts or reminders, but also a list of all emails generated and sent to them.

From here you can view what had been sent in the past, Send the email if this hasn’t happened yet, and even Resend an email without edits or additions. The Kind column in the grid has icons of whether the communication is a Note type or an Email type.

Create Note – On communications tabs where displaying emails is supported, you can add a new note/alert for this record.

Create Email – On communications tabs where displaying emails is supported, you can create a new email for this record. You can attach files to this email, but not select reports for generating or attaching.

For Communications screens that do not support emails, instead of the two Create buttons mentioned above, the standard Plus button will be available to create new Notes, and there is no Kind column in the grid.

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