How to: Use activities for internal communication.

Environment: Comsense Enterprise

In this article:

Using the Activities Tool

Activities are a tool in Comsense that help organize, manage, and track tasks. To learn more about the main functions of the Activities tool, see Using the Activities Tool.

Utilizing Activities for Internal Communication

The benefits of using activities for internal communications are:

• Making communication accessible to other users
  • Accessing information while a coworker is out of office
  • Improves workflow
• Tracking communication in the system
• Having communication directly linked to a transaction

Following Internal Communication Guidelines

If you are using activities for internal communication, we recommend you follow these guidelines:

• Include your name or initials after your message
• Include the date after your message
• Do not include highly sensitive information
• Do not include personal information
• Do not edit previous messages
• Notify the receiver or set an alert if this is a new practice for internal communication
• Check your activities regularly

Using Activities for Internal Communication

Using activities for internal communication requires:

1. Writing a Clear Subject in the Subject Field
2. Selecting the Appropriate Activity Type
3. Writing a Clear Message in the Description Tab
4. Using the Owner Field as the Send To Field
5. Filling In the Remaining Fields
   • E.g. Importance, Contact etc.

For more details on the other activity fields, see Using the Activities Tool Table 1.

Writing a Clear Subject in the Subject Field

A clear message is important because it is the first thing the recipient sees.

Selecting the Appropriate Activity Type

Always select an activity type related to the issue or transactions for future searchability.

Writing a Clear Message in the Description Tab

Enter your message to the receiver in the description tab and always sign the message with your initials and date. When messages go back and forth it is important to note who said what and when.

When responding to a message, enter your response below the last message with your initials and date.

Using the Owner Field as the Send To Field

The activity owner is the user that sees the activity in their Activities window and receives any alerts. The owner field automatically populates to the creator of the activity.  Update the owner to the recipient of the message.

When you respond to a message, always update the owner to the next recipient.

*Note: The next recipient does not have to be the original sender.

Filling In the Remaining Feilds

The remaining fields are not required to use activities for internal communication but may be useful. Some uses for the remaining fields are:

• Alert for an urgent issue
• High importance for an urgent issue
• Contact information for a related customer or vendor

Checking Your Activities

When using activities for internal communication, it is important to check your activities regularly in the Activities window. 

To check your activities, Filter by owner e.g. type your username above the Owner column.

To update the activity, Click the Subject and the Activity window will open.