View all Communications for an Individual
All communications sent via the Lumi Communications (Comms) Centre will also live on the individual recipient's Card, on their "Comms" tab for easy access.
Send Communications to an Individual
You can perform all the actions that you can in the Communications Centre from an individual's Card. For example, you can send an email or SMS, send a File Request, view their existing communication, import their files or send a reminder.
Open the relevant Card, then click on the Comms tab.
Click the purple down arrow
to expand the toolbar, then click the Comms icon
in the toolbar.
The New Communication dialog will open.
Select Email or SMS on the Communication Type drop-down menu.
Email:
SMS:
The current Card's contact details will auto-populate.
Complete the necessary fields and click "Send".
Note, recipients of text messages can respond to you. Their response will show in the Comms Centre and on their individual Card (Comms tab). If the person responds more than once, each new response will overwrite the prior response.
For more detailed information on sending SMS, emails and File Requests, see the Comms Centre Help Guide.
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