Sending e-mails to any of these address types will capture the entire contents of the message – as well as any attachments – as a new Communication record and hook up all the recipients that match something in DMS as a Connected Item. You do this by sending to @dms.services addresses. The “entered by” field […]
Articles Tagged: communications
Routing Communications for Follow-up
Communications entered into DMS and DMS Web – whether manually or via the auto-ingest system – can be routed to other staff for further followup or commentary using the Comments & Follow-up field, or even just as a heads up to take a look at the information contained within. DMS Web Routing for Follow-up When viewing […]