The relation file - Communication section

In the Communication section of the relation file, you manage a relation’s contact details, such as addresses, phone numbers, email addresses, and websites. You can also add links to external platforms.

In this article, you’ll learn which communication channels are available, how to add and delete them, and which actions you can perform for each channel.

What are communication channels?

A communication channel is a way to contact a relation or link an external platform to the relation file. You can add the following types of communication channels:

• Address for the relation’s address details.
• Email for an email address.
• Phone for a phone number.
• Website for the relation’s website.
• Mobile for a mobile number.
• PO Box for a postal address.
• BusinessCentral, Google Drive, Odoo, OneDrive, PowerBI, SharePoint, and Teams for a link to the relation in the relevant platform. The platform icon appears under the external links in the relation file. Click the icon to open, for example, the relation’s file directly in Odoo.
  

Add a communication channel

When adding a communication channel, select the appropriate type and enter the corresponding details. Each channel you add appears in the list of communication channels.

You can add multiple communication channels of the same type, such as several phone numbers or email addresses.

💡 Tip: for each type of communication channel, you can mark one channel as the favourite using the star. This allows you to indicate, for example, the primary phone number or email address. The favourite detail appears in the ribbon at the top of the relation file. Click the star again to remove it as the favourite.

👉 Note: does the relation have a favourite Contact in the Linked relations section? For email addresses, the ribbon displays both the relation’s favourite email address and the contact’s favourite email address when they are different. For phone and mobile numbers, the favourite contact takes priority and the ribbon displays only one number.

Delete a communication channel

1. Open the relation file of the relevant relation.
2. Go to the Communication section.
3. Find the communication channel you want to delete.
4. Click the bin icon next to the communication channel.
   
5. Confirm the deletion if prompted.

👉 Note: you cannot undo the deletion of a communication channel. If you delete a channel by mistake, add it again manually.

Actions available for communication channels

Depending on the type of communication channel, you can perform the following actions:

• Copy to clipboard: click the clipboard icon to copy details such as a phone number or email address.
  
• Link emails: use the checkmark icon to indicate which email address AdminPulse should use to link emails to this relation in the DMS (Document Management System).
  
• Send emails: click the envelope icon to send an email using your default email program outside AdminPulse. See also Emailing a relation by clicking the envelope icon.
  
• Make calls: click the phone icon to call using a linked PC phone system. See also Calling a relation by clicking the phone icon.
  
• Search location: click the location icon to view an address in Google Maps.
  
• Visit website: click the website icon to open the specified URL.
  

Set which communication channel AdminPulse uses

In the Communication settings box, you specify which communication channel AdminPulse uses for each type of message. For example, you can send invoices to one email address and reminders to another.

Communication settings are separate from favourite contact details. The star determines which details appear in the ribbon, but not the address to which AdminPulse sends an email or invoice.

💡 For more information, see Communication settings per relation.

⏭️ Up next, explore the following section of the relation file: The relation file – Invoicing section