Communication
The Communication tab on a client is where you see what your team and Xagle have recorded about that customer. Think of it as a running story: notes people typed in, emails sent, and related messages.
Where to find it
Open the client. Click the Communication tab. You may see a number on the tab if there are items waiting.
What you can do here
- Read the timeline of notes and messages.
- Add a new note (look for the add button or menu).
- Use email actions from this area when your screen shows them.
For more about notes by themselves, see the Notes page.