Communication record field legend

Communication record field legend

See below for the list of fields available in a Sumac communication record, what that field allows, and any customization options:


Contact - Mandatory; links the contact with whom you had the communication

Contact A - Renameable and Hideable; allows you to link a second contact to the communication record

Contact B - Renameable and Hideable; allows you to link a third contact to the communication record

Communication Type - Mandatory; not Renameable or Hideable; you can customize the values within this drop-down menu

Event - Renameable and Hideable; links to an Event in your database

Campaign - Renameable and Hideable; links to a Campaign in your database

Source - Renameable and Hideable; you can customize the values within this drop-down menu

Date - Mandatory; not Renameable or Hideable; holds a date

Notes - Not Renameable or Hideable; a long text field

URL/File - Renameable and Hideable; allows you to link a filepath for a file that is saved on your personal computer, server, or online shared drive to this communication record

Sensitive -Renameable and  Hideable; allows you to make a specific communication record "sensitive" so that only users who are allowed to see sensitive data are allowed to see this communication record

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