The Communication module displays all forms of interaction that have occurred across your entire portfolio. It’s a very broad, comprehensive, and powerful view of information and can be seen as a transaction log of all interactions. This interaction encompasses all Issues, actions, comments, emails (sent from UniPhi and using the Outlook Add-In) and documents. Information is displayed regardless of status, due date, or ownership status.
This information can be viewed for various purposes, such as Customer Relationship Management (CRM) needs. By applying the correct filters, such as selecting a particular project, it is possible to see exactly what has occurred to date. In effect this means that when you are speaking to someone associated with the particular project/organisation you are viewing, you can see all related issues, and documents, even issues which have been closed.
Additional Use of filters:
Communications can also be narrowed down using the Role, Type, and Category filters.
Roles: These are the project roles setup in UniPhi prior to implementation. Once resources are allocated to their roles, any form of communication done by them in UniPhi can be viewed using this filter.
Type: This filter allows to choose between different forms of communication used. The range of communication present in UniPhi are Comments , Email , Issues and UniPhi Documents .
Category: The Category filter contains a list of all the document templates and issue categories that have been used. Based on the usage, this filter allows to select and display a specific category of communication.
Comments