Applies To Version(s): 4 - Add-on: Contact Sales or a ShareVision Product Expert to order.
Overview
The Communication Log Keywords allows you to tag a Communication Log entry with keywords. Users can then search for those keywords to find Communication Log entries.
Communication Log Keyword Feature Requirements
You must subscribing to this add-on.
- You must have enabled Keywords in the Communication Log Feature Settings.
- Keywords must be added to the Communication Log in order for them to be added to a Communication Log entry.
- For users to search for a keyword, the keyword must have been added to at least one Communication Log entry.
How to Enable and Setup the Communication Log Keywords Feature
The Communication Log Keywords Feature must first be enabled in Site Administrator >> Feature Settings.
Your organization may want to allow certain (or all) Staff Users to create Comm Log posts to staff within their own Service.
Logged in as a Site Administrator, select the gear icon in the upper right corner and select: Site Administration
- When prompted, enter your ShareVision Administrator username and password.
- In Site Administration, select Feature Settings in the Features and Utilities section.
Click on Communication Log.
Scroll down to the Enable Keywords check box and check the box.
In the Keyword(s) section, you can add Keywords that will then be available for users to select when they are adding a new Communication Log entry. Enter a Keyword and select the Add button. You can also Edit or Delete existing Keywords.
If you would like to allow the creation of new Keywords for specific Groups when they are adding a new Communication Log Entry, add the Group(s) that will be allowed to create new keywords to the right side by selecting the Group(s) on the left and using the arrows to grant them access to adding Keywords.
- When users add new Keyword(s), these words are available to all users and will be listed in the Keyword(s) section (see #6 above).
- To prevent all users from being able to create new Keywords when they are adding a new Communication Log Entry, remove all Group(s) from Allow creation of new Keywords by the groups below
- When users add new Keyword(s), these words are available to all users and will be listed in the Keyword(s) section (see #6 above).
- Remember to Save your changes.
How-to Video
Staff User Guide
How-to Video
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