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Due to widespread impacts resulting from hurricane Helene CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

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Create a Conversation

  • Updated:

All constituent communication is logged as conversations. Conversations are created when a constituent sends an email or uses SMS (text message), but a conversation may need to be manually created in the case of phone calls or walk-ins. 

 

 

Instructions

  1. Click New and then Conversation
    New button menu, conversation.
  2. Type in the details of the conversation
    Message text box.
  3. Add any attachments
    Add attachment button.
    Note: Select the desired file in  File Explorer and click Open. The file size limit for an attachment is 20 MB.
  4. Search for and select the Constituent
    constituent drop-down search box.
    Note: If the constituent is not in the system, click Add New Constituent.
    Add new constituent button.
  5. Select the appropriate Channel
    Constituent drop-down select channel.
  6. To continue an existing conversation, click Continue under the relevant conversation
    Continue button.
    1. Click Continue Conversation
      Continue Conversation button.
  7. To create a new conversation, add a Summary
    Summary text box.
    1. Click Start New Conversation
      Start new conversation button.

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