The Communications Module gives you a way to track mailings, phone calls, emails, meetings, and all other communications between you and a
Household,
Organization, or
Person. Think of communications being divided between these two types:
Individual or one-on-one communications
Mass mailings / email blasts / events
Individual or one-on-one communications are recorded on the Communications tab of a
Household or an
Organization in the
Communications History section where you can record calls, meetings, custom mailings or personal emails. These records are added to one record at a time and record a specific, personal communication between you and someone in the database. This could be a phone call you made or received, a personalized letter you sent out asking for money, a note about an email conversation you had, or a record of a meeting you convened with this
Household or an
Organization. The reason to enter notes about these communications is to be able to keep track of your relationship with this
Household or an
Organization and to be able to tie donations, volunteerism, tickets, or other income to specific communications you've had. These communication records can be added in a short or long form version. See the
Entering Calls, Mailings, Meetings and other Communications History section for more details.
Mass mailings / email blasts / events are ways to record communications you've had with a large number of
Households or
Organizations. When you send out a mailing or newsletter, when you post an email blast, when you have an event which generate money or volunteers - these are all Mass ways that you have interacted with
Households or
Organizations. The easiest way to mass Add or Delete these communication records is when you
build a Mailing List or run a Report. But you can also add / edit / delete this data on an individual record on their Communications tab in the
Appeals/Mass Mailings/Communications they received section.